Assign Budget ID - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

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EcoSys Standard Version

This procedure allows you to automatically assign a budget ID to all unapproved budget line items.

  1. Navigate to Budgets > Original Budget.

  2. Click the Actions list and select Assign Budget ID.

  3. Click the Project ellipsis to select 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 Create New Budget dialog box.

  4. Click the Budget ellipsis to select the available open budget.

  5. Click RUN and then OK. All the line items in the Unapproved Cost Details panel are assigned with open budget ID.