EcoSys Projects Help (3.01) - EcoSys - 3.01 - Help - Hexagon PPM

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Product: EcoSys
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EcoSys Standard Version: 3.01

EcoSys Projects Help
EcoSys System Navigation
EcoSys Access and Navigation – End User
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Navigation
Spreadsheet View Settings (Hamburger Icon Access)
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EcoSys Form Navigation
EcoSys Projects System
EcoSys Projects Home Screen
EcoSys Projects Setup
Project Setup Process
Establish the Project
Create a Project without a Project Structure
Create a Project and Project Structure from Template
View or Update Project Attributes
Setup General Project Data
Update Project Dates
Establish Project Currencies and Rate Tables
Establish ICMS Common
Update Project Documents
Establish Workflow Administration
Establish Budget Administration
Define Budget Approval Threshold Level Values
Update Project Budget ID Format
Establish Change Administration
Define Change Approval Threshold Level Values
Update Project Change ID Format
Update Project Issue ID Format
Maintain or View Commitment ID Format
Establish Forecast Administration
Update Project Risk ID Format
Update Fund Request ID Format
View Prioritization Score
View Project Strategic Alignment
Close a Project
Re-Open a Project
Snapshot Project Data
View Project Log
Project-Specific Alternate Structures
Establish Alternate Structure Headers
Create Organization Breakdown Structure (OBS) Header
Create Cost Breakdown Structure (CBS) Header
Create Alternate Breakdown Structure (ABS) Header
Establish Alternate Structure Details
Manually Create or Update Alternate Structure Details
Import Alternate Structure Details
Project Structure
Create the Project Structure
Establish and Update Project Structure Manually
Import Project Structure
View or Update Project Structure Attributes
Update Project Structure General Data
View Project Related Dates
Update Project Structure Currency & Rates
Update Exchange Rate Table
Project Charter
Estimate Setup
Establish the Estimates
Create an Estimate Project without an Estimate Structure
Create an Estimate Project from Template
Create an Estimate Project from Estimate Project
Create an Estimate Project from Active Project
Activate Estimating for Existing Project
Close Estimate Project
Re-Open Estimate Project
View or Update Estimate Project Attributes
Establish General Estimate Project Data
Establish Estimate Project Dates
Establish Estimate Project Currencies and Rate Tables
Update Estimate Documents
View Estimate Logs
Establish Estimate Project Structure
Establish and Maintain Estimate Structure Manually
Import Estimate Structure
View or Maintain Estimate Structure Attributes
View or Update Estimate Structure General Attributes
View Estimate Structure Currency & Rates
View or Update Rate Tables
Update Project Labor Rates
Update Project Equipment Rates
Update Project Material Rates
Import Unit Rate Tables
View All Project Estimate Rate Tables
Estimate Summary
Update Estimate Details
Update Labor Details
Update Material Details
Update Equipment Details
Update Other Costs
Update Crews
Update Unit Rate Library
View BOQ Item Summary
Update Estimate Documents
Update the Adjustments
Add Adjustments to Line Items
Create New Adjustments from the Estimate Summary panel
View Estimate Summary
Snapshot Estimate Project
Time-Phase Estimate Line Items
Update Time-Phase Estimates Settings
Time-Phase Estimates
View Time-Phased Details
View Time-Phase Charts
Publish Estimate to Smart Build
Analyse Estimate Summary
Import Estimated Details
Import Labor Estimates
Import Material Estimates
Import Equipment Estimates
Import Other Cost Estimates
Generate Estimate Reports
Generate Estimate Snapshot Summary Report
Generate Estimate Summary Report
Structure Mapping
Activate Estimate Project
Establish Project Structure
Create Project Structure Manually
Import Project Structure
Map the Estimate Object to Project Object
Set the CCL to Yes
Link the Objects
Preview Project Cost
Remove Object Map
Create Unapproved Budget from Estimate
Smart Build BOQ Mapping
Estimate Status
Project Schedule Methods
Project Schedule
View or Establish Project Object
Create Project Schedule Structure
Update Project Object Using General Tab
Establish Project Object Currency and Rates
Import Project Schedule Structure
Establish and Schedule a Cost Object
View or Update Cost Object Schedule Attributes using General Tab
Update Relationship between Cost Objects
Establish or Update Constraints for Project Schedule Cost Object
Assign Resources to Cost Object
Add Weighted Steps for Cost Object
Add Project Schedule Documents
View Resource Hours Chart
View Resource Allocation Graph
Project Schedule Progress
Establish Baseline for Project Schedule Cost Object
Create Baseline for Project Schedule Cost Objects
View Project Schedule Baseline General Attributes
View Assigned Resources for Project Schedule Cost Object
View Baseline Comparison of Project Schedule Cost Objects
View Resource Allocation Graph - Baseline for Project Schedule Cost Object
Time-Phase Resource Assignments
Push Resource Assignments to Resource Request Portal
Push Resource Assignments to OB
Create Schedule Change
View Project Schedule Log
Project Schedule Activity
View or Establish Project Structure
Create Project Schedule Activity Structure
Import Project Schedule Activity Structure
Establish and Schedule an Activity
Establish Activity Using Scheduler Tab
View or Update Activity Schedule Attributes using General Tab
Update Relationship between Activities
Establish or Update Constraints for Project Schedule Activity
Assign Resources to Activity
Time-Phase Resource Assignments
Add Weighted Steps for Activities
Add Project Schedule Activity Documents
View Resource Allocation Graph
View Resource Hours Chart
Project Schedule Activity Progress
Establish Activity Using Spreadsheet Tab
Update Spreadsheet Activities in Activity Task Scheduler Tabs panel
Establish Baseline for Project Schedule Activity
Create Baseline
View Project Schedule Activity Baseline General Attributes
View Assigned Resources for Project Schedule Activity
View Baseline Comparison of Project Schedule Activities
View Resource Allocation Graph - Baseline for Project Schedule Activity
Push Resource Assignments to Resource Request Portal
Push Resource Assignments to OB
Create Schedule Change
View Project Schedule Activity Log
Schedule WBS Activity
View or Establish Schedule Structure
Create Schedule WBS Activity Structure
Update General Attributes of Schedule Activity
View Activity Details
Import Schedule WBS Activity Structure
Establish and Schedule Activity
Establish Activity Using Scheduler Tab
View or Update WBS Activity Schedule Attributes using General Tab
Update Relationship between Activities
Establish or Update Constraints for Scheule WBS Activities
Assign Resources to Activity
Time-Phase Resource Assignments
Add Work Steps for Activities
Add Schedule WBS Activity Documents
View Resource Allocation Graph
View Resource Hours Chart
Schedule WBS Activity Progress
Establish Activity Using Spreadsheet Tab
Update Spreadsheet Activities in Activity Task Scheduler Tabs panel
Establish Baseline for Schedule WBS Activity
Create Baseline for Schedule WBS Activities
Update Schedule WBS Activity Baseline General Attributes
View Assigned Resources
View Baseline Comparison of Schedule WBS Activities
View Resource Allocation Graph - Baseline for Schedule WBS Activity
Map Schedule WBS to Project Structure
Map Schedule WBS to CBS
Map Activities to CBS
Map Resource Assignment Transactions to CBS
Preview Mapping
Push Resource Assignments to Resource Request Portal
Push Resource Assignments to OB
Create Schedule Change
Push Resource Assignments to FCT
View Schedule WBS Activity Log
Schedule Baselining
View Project Schedule with Baseline
Create Baseline Snapshot
Portfolio Analysis Dashboard
Project Manager Dashboard
View Project Summary
View Project Trends
View Project Open Items
Original Budget
Original Budget Process
Create New Budget
Establish Budget Details
Manually Establish and Update Budget Detail Line Items
Establish Cost and Hours for Budget Line Items
Update SB CS Codes for Budget Line Items
Import Budget Detail Line Items
View Open Original Budget
View Activities for Budget Line Item
Assign Budget ID
Time-Phase Budget Line Items
Establish Time-Phased Settings
Manually Establish Time-Phasing Settings
Establish Dates Method
Import Time-Phasing Settings
Establish Time-Phasing at Line Item Level (Detail Settings)
Manual-Curve Spreading
Manually Spread Costs, Quantities and Hours
Establish Time-Phasing using Time-Phasing Balance Tools
Systematic Time-Phasing
View Time-Phased Results
Evaluate Budget Validation Checks
Submit Budget for Approval
Submit a Budget - Budget Register
Approve or Reject Budget
View or Analyze the Approved Budget
View an Approved Budget
Analyze a Budget
View the Budget Log
Re-Open a Budget
Budget Reports
Generate Project Budget Summary by Structure Report
Generate Project Budget Summary Report
Generate Project Budget Log Report
Generate Project Budget Details by Object Report
Generate Project Budget Details by Alternate Structure Report
Generate Project Budget Details by OBS Report
Generate Project Budget Details by CBS Report
Generate Project Budget Details by ABS Report
Generate Project Budget Details Report
Current Budget
View the Current Budget
Commitments
Commitment Process
Create Commitment Header
Manually Create Commitment Header
Import Commitment Header
Update Commitment Header Data
Update Commitment Header Data using the Commitment Register
Update Commitment Header Data using the General tab
Establish Commitment Line Items
Manually Establish and Update Commitment Line Items
Import Commitment Line Items
Purge Commitment Line Items
View Commitment Actuals
Commitment Reports
Generate Commitment Register Report
Generate Commitment Details by Commitment Report
Generate Actual Details by Commitment Report
Project Status
Project and Contract Budget Status
Project Changes
Project Change Management Process
Create New Change
View or Update Project Change Header Attributes
View or Update Project Change Attributes via Change Register
View or Update Project Change Attributes via General tab
Upload Project Change Documentation
Establish Project Change Details
Manually Create or Modify Project Change Detail Line Items
Import Change Detail Line Items
Time-Phase Project Change Line Items
Manual Time-Phasing
Systematic Time-Phasing
View Time-Phased Results
Evaluate Change Validation Checks
Submit Project Change for Approval
Approve or Reject the Change
View an Approved Change
Analyze Project Changes
View Change Log
Project Change Administration
Cancel a Project Change Request
Place a Change Request On-Hold
Re-Open a Change Request
Generate Change Reports
Generate Change Register Report
Generate Change Log Report
Change Details by Change
Project Change Status
Project Risk
Project Risk Process
Create New Project Risk
Update Risk Attributes
Update General Attributes
Update Triggers
Upload Risk Related Documents
Update Action Items
Calculate Risk Impact
Close Project Risk
Re-Open Project Risk
View Project Risk Log
Import Risk Data
Generate Risk Register Report
Project Lesson Learned
Create New Lesson Learned
Update Project Lesson Learned Attributes
Update Lesson Learned Attributes using Project Lesson Learned Register
Update Lesson Learned Attributes using General Tab
Import Lessons Learned
Add Lesson Learned Comments
Upload Lesson Learned Related Documents
Publish Lessons Learned for Approval
Make Lesson Inactive
Re-Open Lesson Learned
View Lessons Learned Log
Project Issues
Project Issues Process
Create New Issue
View or Modify Project Issue Header Attributes
View or Update Project Issue Attributes via Issue Register panel
View or Update Project Issue Attributes via General Tab
Add Project Issue Comments
Upload Issue Documentation
Issue Management Administration
Change Issue Status to Open
Change Issue Status to Closed
View Issue Log
Project Actuals
Actuals Process
Establish Actual Start and End Dates
Manually Establish Actual Start and End Dates
Import Actual Start and End Dates
Establish Staging Line Items
Manually Establish and Update Staging Actual Line Items
Import Staging Line Items
Purge Staging Actuals
Establish Production Actuals
Post Staging Actuals to Production
View Production Actuals
Back Out Production Actuals
Establish Estimated Actual Costs Manually
Manually Establish Estimated Actual Line Items
View Actuals Log
Generate Actuals Reports
Generate Actuals Summary Report
Generate Actual Details by Object Report
Generate Estimated Actual Details by Object Report
Generate Actual Details by Alternate Structure Report
Earned Value
Earned Value Process
Establish Earned Value Progress Methods
Manually Establish Progress Methods
Import Progress Methods
Validate Progress Method Attributes
Establish Apportioned Effort
Establish and Update Weighted Milestones
Establish and Update Weighted Quantities
Establish and Update Weighted Deliverables
Establish and Update Project Progress Item
Update Physical % Complete
Generate Earned Value
View or Analyze Earned Value
View Earned Value Log
Generate Earned Value Reports
Generate Project Performance Summary Cost by Object Report
Generate Project Performance Cost Report
Generate Project Performance Summary Units by Object Report
Generate Project Performance Units Report
Generate Project Milestone Progress Details Report
Generate Project Quantity Progress Details Report
Productivity Analysis Dashboard
Projects Forecasts
Forecasting Process
Establish Forecast Methods
Manually Establish Forecasting Methods
Import Forecasting Methods and Attributes
Update Forecast Attributes
Establish Manual EAC Amount
Establish Manual ETC Amount
Establish Manual Factor Amount
Establish Manual Details
Validate the New EAC
Update Balance Methods
Update Balance Methods from the Forecast tab
Update Balance Methods from the Time-Phasing tab
Update Adjustment Methods
Update Adjustment Methods from the Forecast tab
Update Adjustment Methods from the Time-Phasing tab
Update the Time-Phased Forecast
Update Time-Phase Settings
Refresh Time-Phased Forecast
Establish Time-Phased Forecast Details
Manually Establish and Update Forecast Detail Line Items
Import Forecast Detail Line Items
Time-Phase Forecast
View the Time-Phased Forecast
View Time-Phase Chart
View Forecast
View Forecast EAC and New EAC Delta
View Performance Factors
Evaluate Validation Checks
Create Forecast Change
Approve or Reject the Forecast Variance Change
View Forecast Variance Details
View the Forecast Log
Generate Forecast Reports
Generate Project Forecast Summary by Object Report
Generate Project Forecast Summary Report
Generate Project Forecast Details by Object Report
Generate Project Forecast Details by OBS Report
Generate Project Forecast Details by CBS Report
Generate Project Forecast Details by ABS Report
Generate Project Forecast Details
Multi Project Forecast
Establish Multi Forecast
Establish Forecast Methods
Update Forecast Attributes
Establish Manual EAC Amount
Establish Manual ETC Amount
Validate the New EAC
Update Time-Phased Forecast
Update Time-Phase Settings
Refresh Time-Phased Forecast (Multi Project)
View Time-Phase Charts
View Forecast EAC
Evaluate Validation Checks
Create Forecast Change (Multi Project)
View Forecast Variance Details
View the Forecast Log
Forecast Comparison Dashboard
User Dashboard
View Projects and their Attributes
Manage the Pending Approvals
View the Approval Status
Approve or Reject Pending Budget
Approve or Reject Pending Change
Approve or Reject Pending Forecast Variance Change
Approve or Reject Pending Project Lesson
More Information
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