Approve or Reject Pending Change - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

PPMProduct
EcoSys
PPMCategory_custom
Help
Version_EcoSysStand
3.01

This procedure allows the current login user to approve or reject the change. If other users approval is also required, the status of the change becomes Partially Approved. If no additional approvals are required, the change gets approved.

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:

    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.

      Until all approvers approve the change, the change will remain in a Partially Approved status. When the final approver approves, the change status record is removed from the Changes In My Court panel.

  • 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 status record is removed from the Changes In My Court panel.