Approve or Reject Pending Forecast Variance 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 forecast variance change. If other users approval is also required, the status of the forecast variance change becomes Partially Approved. Once the forecast variance change is approved by all the approvers, it gets posted to current budget and current forecast.

For additional details on the forecast variance change, navigate to the Forecasts screen (Forecasts > Forecast).

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

    The Visual Workflow Instance dialog box appears.

  2. Perform any of the following actions.

  • Approve the forecast variance 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 Forecasts In My Court panel, click the Refresh icon.

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

  • Reject the forecast variance 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 Forecasts In My Court panel, click the Refresh icon. The forecast variance change status record is removed from the Forecasts In My Court panel.