Map Resource Assignment Transactions to CBS - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

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English (United States)
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EcoSys
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EcoSys Standard Version
3.01

This procedure allows you to map the resource assignments directly to a project CBS.

  1. Click the Map to Project [Cost] Structure tab and then click the Resource Assignments tab.

  2. In the Map Transactions to CBS panel, click the Link hyperlink against the activity which you want to map to the project structure.

  3. In the Maintain Project Structure Transaction panel, select the Link hyperlink against the project line item to which you want to map the activity.

    A transaction is created in the Mapping Rules for Transactions panel with a unique Mapping ID.

  4. In the Schedule Mapping Rules panel, type in the Mapping Sequence to set the sequence of the WBS item.

    If Mapping Sequence is left blank, Create Date will be used to factor sequence of mapping.

  5. Click the below ellipsis and select the required values:

    • Source Path ID - If required, change the Source Path ID.

    • (Optional) Activity - Select the activity for this transaction.

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

    • (Optional) Resource ID - Select the resource you want to assign to this transaction.

    • You can add or delete new and existing rows in Mapping Rules for Transactions panel using Insert Row and Delete Row(s) icons.

    • To view the activity transaction details, select the transaction row. The details appear in the Mapping Rules Transactions Form panel.

  6. (Optional) Click the Update Target hyperlink and select the Target Cost Object to which you want to map the WBS item.

    The Target Object Path ID gets updated.

  7. Click SAVE. The fields Mapping ID and Create Date are auto-populated.