Establish Budget Details - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

PPMProduct
EcoSys
PPMCategory_custom
Help
Version_EcoSysStand
3.01

Budget line items may be defined only for the objects with a Cost Control Level (CCL) assignment. You can select an object in the Original Budget Summary panel by clicking on the Unapproved Cost hyperlink. This displays the budget line items in the Unapproved Cost Details panel. The Unapproved Cost Details panel is used to add, view, modify and delete line item details, and to update Cost Account, Resource, Unit of Measure (UOM), as well as establish the object’s Cost, Quantity, and Hours.

  • If a parent object is selected: The budget line items for all child objects whose CCL is assigned can be viewed in the Unapproved Cost Details panel, and/or budget line items can be added for any child objects.

  • If the lowest-level child object is selected: Only the budget line items for that object can be viewed in the Unapproved Cost Details spreadsheet. Budget line items can be added only for that object.

If the project exchange rate table is not established in the Project Setup screen (Projects > Project Setup > Currency & Rates tab), the system cannot calculate Cost in Object Currency.

Follow the procedure below to setup the budget details.

  1. Navigate to Budgets > Original Budget.

  2. In the Project Navigation Register panel, do the following:

    1. (Optional) In the green parameter bar, click the Project Controller ellipsis to select the project controller.

      All the projects that are controlled by the selected project controller are displayed.

    2. (Optional) In the green parameter bar, click the Project Manager ellipsis to select the project manager of the project.

    3. (Optional) In the green parameter bar, click the Portfolio ellipsis to select the portfolio to which the project belongs to.

    4. Select the required project row to view and edit its project details.

      The project details are displayed on the right-hand side.

      (Or)

      On the right-hand side, at the top of the screen, in the green parameter bar, click the Project ellipsis to select the required project.

  3. If required, click REFRESH to update the screen.