Add a New Budget Approver - EcoSys - 4.02 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (4.02)

Language
English
Product
EcoSys
Search by Category
Administration & Configuration
EcoSys Standard Version
4.02

New budget approvers may be added to a workflow that is already in progress.

  1. Navigate to Admin > Project Admin > Working Forecast Transactions.

  2. Click the Working Forecast Transactions tab.

  3. At the top of the screen, in the tool bar, click the Project and Version ellipsis to select the required project and Logs.

  4. Click the Refresh button.

  5. If the budget already has an established approver:

    1. Identify the working forecast transaction for an approver currently associated with the specified project’s budget workflow.

    2. Replicate the associated working forecast transaction using the Rows > Duplicate .

    3. Replace the existing Resource ID with the Resource ID of the new approver.

  6. If the Budget does not have an established approver:

    1. Click the Insert Row icon to add a new row.

    2. Click the WBS Path ID ellipsis to select the root project number.

    3. Click the Resource ID of the new approver.

    4. Click the Version ID ellipsis and select Global Version > Logs.

    5. Type in the total Quantity as 0 (zero).

    6. Type in the total Hours as 1 (one).

    7. Type in the total Cost as 0 (zero).

    8. Set the Transaction Date as current date.

    9. Click the Budget Path ID ellipsis to select the budget path.

    10. Click the Approver ID ellipsis to select the required approval level.

    11. Click the Transaction Type ellipsis to select the required transaction type.

    12. Type in the Description as Change Submitted.

    13. Click SAVE.