Update Estimated Cost - EcoSys - 4.01 - Help - Hexagon PPM

EcoSys Portfolios Help (4.01)

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English
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EcoSys
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EcoSys Standard Version
4.01

This procedure allows you to create and update an estimated cost for the opportunity.

  1. In the Opportunity Details panel, click the Estimated Cost tab.

  2. Click the Details tab.

    By default, the last selected opportunity appears in the Opportunity ellipsis. To change the default opportunity, click the Opportunity ellipsis in the green parameter bar and select the required opportunity.

  3. On the Details tab, click the Insert Row icon to add a new row.

  4. Click the ellipsis to select the required values for the following fields:

    • Object Path ID: Select the required object ID.

    • Cost Account ID: Select the required account. By default, Default account appears.

    • Curve: Select the required curve. By default, Linear appears in the Curve ellipsis.

    • Resource: Select the required resource.

    • UOM: Select the required units of measurement.

    • Currency: Select the required currency.

  5. Edit the required Start Date and Last Date.

    By default, the opportunity Start Date and Last Date updated in the General tab appear.

  6. Type the required Quantity of resources.

  7. Click the UOM ellipsis to select the required units of measurement.

  8. Type the estimated number of Hours to be spent on the opportunity.

  9. Type the Cost of each resource.

  10. Click the Save icon.

    • When the Estimate is updated, the Check: Estimated Cost validation check is completed.

    • To view the updated Validation Count, click the Refresh button. Once the Validation Count becomes zero the opportunity can be submitted for review.

    • Based on the updates done in the Details tab, information is auto-populated in the Time-Phasing tab.

    • Based on the curve type, start date, and end date selected in the Details tab, the graph displays the opportunity in the Chart tab.