Re-Open a Budget - 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 re-open when the budget is approved. The budget status changes back to Open, and budget changes are removed from the original budget and the current forecast. The budget creator and workflow users established in the Projects Setup screen (Projects > Project SetupWorkflow Admin) screen are notified through an email, and the budget log is updated.

Budgets cannot be re-opened if a forecast change has been submitted for the project. If the budget adjustment is required, you must create a new budget for the project to make the adjustment.

  1. Navigate to Budgets > Original Budget.

  2. Click the Actions list and select Re-Open Approved Budget.

  3. Click the Project ellipsis to select the required project.

  4. Click the Budget ellipsis to select the required budget.

  5. (Optional) Type in the Comment.

  6. Click RUN and then OK.

    To view the log entry, click the Log tab.