Project and Contract Budget Status - EcoSys - 2.03 - Help - Hexagon PPM

EcoSys Help - Projects (2.03)

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English
Product
EcoSys
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EcoSys Standard Version
2.03

Use the Project & Contract Status screen to focus on a specific project and associated Contract. This screen displays the current status, cumulative budget, and contract data for the budget and contract versions listed below.

  • Original

  • Current

  • Forecast

  • Actuals

  1. Navigate to Budgets > Project & Contract Budget Status.

  2. In the Project Navigation Register panel, do the following:

    1. (Optional) In the green parameter bar, click the Project Controller ellipsis to select the project controller.

      All the projects that are controlled by the selected project controller are displayed.

    2. (Optional) In the green parameter bar, click the Project Manager ellipsis to select the project manager of the project.

    3. (Optional) In the green parameter bar, click the Portfolio ellipsis to select the portfolio to which the project belongs to.

    4. Select the required project row to view and edit its project details.

      The project details are displayed on the right-hand side.

      (Or)

      On the right-hand side, at the top of the screen, in the green parameter bar, click the Project ellipsis to select the required project.

  3. If required, click REFRESH to update the screen.

    You can view the project and contract budget status details in the Project and Contract Budget Status panel and also in the Project and Contract Budget Status Chart panel in a graphical format.

  4. To view the project and contract budget status details in a graphical format, click the Name hyperlink.

    In the Project and Contract Budget Status Chart panel, the following details appear in a bar chart format:

    • Original Project Budget

    • Current Project Budget

    • Actuals

    • Original Contract Budget

    • Current Contract Budget.

  5. To view the original project budget details by WBS, click the Original Project Budget hyperlink.

    In the Original Budget panel, the following details appear in a bar chart format:

    • Group: Object

    • Object Path ID

    • Cost Account ID

    • Quantity

    • UOM

    • Hours

    • Cost

    • Currency

    • Cost in Enterprise Currency

    • Budget ID

    • Transaction Date

  6. To view the pending project changes details by WBS, click the Pending Project Changes hyperlink.

    In the Pending Changes panel, the following details appear in a bar chart format:

    • Group: Change

    • Object Path ID

    • Cost Account ID

    • Change ID

    • Status

    • Type

    • Description

    • Quantity

    • UOM

    • Hours

    • Cost

    • Currency

    • Cost in Enterprise Currency

  7. To view the approved project changes details by WBS, click the Approved Project Changes hyperlink.

    In the Approved Changes panel, the following details appear in a bar chart format:

    • Group: Change

    • Object Path ID

    • Cost Account ID

    • Change ID

    • Type

    • Description

    • Quantity

    • UOM

    • Hours

    • Cost

    • Currency

    • Cost in Enterprise Currency.

  8. To view the current project budget details by WBS, click the Current Project Budget hyperlink.

    In the Current Budget panel, the following details appear in a bar chart format:

    • Group: Object

    • Object Path ID

    • Cost Account ID

    • Quantity

    • UOM

    • Hours

    • Cost

    • Currency

    • Cost in Enterprise Currency

    • Budget ID

    • Change ID

  9. To view the original contract budget details by WBS, click the Original Contract Budget hyperlink.

    In the Contract Original Budget panel, the following details appear in a bar chart format:

    • Group: Object

    • Contract Line ID

    • Contract Line Description

    • Object Path ID

    • Cost Account ID

    • Start Date

    • End Date

    • Curve

    • Quantity

    • UOM

    • Hours

    • Cost

    • Currency

    • Cost in Enterprise Currency

    • Budget ID

    • Change ID

  10. To view the pending contract changes details by WBS, click the Pending Contract Changes hyperlink.

    In the Pending Contract Changes panel, the following details appear in a bar chart format:

    • Contract Line ID

    • Object Path ID

    • Cost Account ID

    • Contract Change ID

    • Contract Status

    • Description

    • Quantity

    • UOM

    • Hours

    • Cost

    • Currency

    • Cost in Enterprise Currency

  11. To view the approved contract changes details by WBS, click the Approved Contract Changes hyperlink.

    In the Approved Contract Changes panel, the following details appear in a bar chart format:

    • Contract Line ID

    • Contract Line Name

    • Object Path ID

    • Cost Account ID

    • Contract Change ID

    • Contract Status

    • Description

    • Quantity

    • UOM

    • Hours

    • Cost

    • Currency

    • Cost in Enterprise Currency

  12. To view the current contract budget details by WBS, click the Current Contract Budget hyperlink.

    In the Current Contract Budget panel, the following details appear in a bar chart format:

    • Group: Object

    • Contract Line ID

    • Contract Line Name

    • Object Path ID

    • Cost Account ID

    • Start Date

    • End Date

    • Curve

    • Quantity

    • UOM

    • Hours

    • Cost

    • Currency

    • Cost in Enterprise Currency

    • Budget ID

    • Change ID