Snapshot Estimate Project - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

PPMProduct
EcoSys
PPMCategory_custom
Help
Version_EcoSysStand
3.01

This procedure allows you to establish line item snapshots for the selected project. After the snapshots have been taken, the snapshot data appears in the Analysis tab.

You can only take the snapshot of active estimate projects.

  1. Navigate to Estimating > Estimate Summary.

  2. At the top of the screen, in the green parameter bar, click the Project ellipsis to view all the estimate details.

  3. Click Refresh for screen update.

  4. Click the Actions list and select Snapshot Estimate Project.

    The Snapshot Estimate Project dialog box appears.

  5. Click the Project ellipsis to select the required project.

    The Project displayed in the green parameter bar at the top of the screen is the only project available for selection in the Snapshot Estimate Project box.

  6. Type the required Snapshot Name.

  7. (Optional) Type the Comment.

  8. Click the Run button. The Snapshot Estimate Project confirmation box appears.

  9. Click the OK button.

    To view the log entry, click the Project ID hyperlink and click the Log tab in the Project Details panel.