Establish Cost and Hours for Budget Line Items - 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 manually add, modify, and delete the budget line items that do not have Approved, Partially Approved, or Submitted status.

  1. Click the Original Budget tab.

  2. Click the Unapproved Cost hyperlink to select the required object. The Unapproved Budget Details panel appears.

  3. Click the Unapproved Cost Details tab.

    You can customize the view of the Unapproved Cost Details tab from the view settings.

  4. Click the Insert Row icon to add a new cost.

  5. Click the ellipsis to select the required values in the below fields:

    • Object Path ID - Select the required object ID.

    • (Optional) Cost Account ID - Select the required cost account.

    • (Optional) Resource ID - Select the required resource ID.

    • (Optional) Material Item ID-Name - Select the required material name.

    • (Optional) UOM ID - Select the required units of measurement.

    • (Optional) Currency - Select the required currency.

    • (Optional) Budget ID - Select the required open budget.

  6. Type the required details of the resources:

    • (Optional) Quantity - Type the quantity of resources.

    • (Optional) Hours - Type the estimated number of hours to be spent on the project.

    • (Optional) Cost - Type the cost to be spent on the resources.

  7. Click SAVE.

    Click the Delete Row(s) icon to delete the budget line item.