Approve or Reject Pending Changes - EcoSys - 2.03 - Administration & Configuration - Hexagon PPM

EcoSys Help - Core and Projects Administration (2.03)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
2.03

This procedure allows the EcoSys administrator to approve or reject the change. Once the change is approved by the administrator, it gets posted to current budget and current forecast.

For additional details on the project changes, navigate to the Changes screen (Changes > Changes).

  1. In the Changes In My Court panel, click the View hyperlink.

    The Visual Workflow Instance dialog box appears.

  2. Perform any of the following actions.

  • Approve the Change: To approve the change,

    1. (Optional) Type the required Comments.

    2. Click the Approve button.

    3. In the Visual Workflow Instance dialog box, click the Close button.

    4. In the Changes In My Court panel, click the Refresh icon. The change gets approved and the change status record is removed from the Changes In My Court panel.

  • Reject the Change: To reject the change,

    1. (Optional) Type the required Comments.

    2. Click the Reject button.

    3. In the Visual Workflow Instance dialog box, click the Close button.

    4. In the Changes In My Court panel, click the Refresh icon. The change gets rejected and the change status record is removed from the Changes In My Court panel.