Project Status - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

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English (United States)
Product
EcoSys
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Help
EcoSys Standard Version
3.01

The project status dashboard provides visibility into the original budget, current budget, commitments, pending, and approved changes, current forecast, and actuals. Drilldown functionality provides additional detail.

  1. Navigate to Budgets > Project Status.

  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.

    You can view the project status details in the Project Status panel and also in the Project Budget Status Chart panel in a graphical format.

  4. To view the project status details in a graphical format, click the Name hyperlink.

    In the Project Budget Status Chart panel, the following details appear in a bar chart format:

    • Original Budget

    • Current Budget

    • Current Forecast

    • Actuals

  5. To view the original budget details by WBS, click the Original Budget hyperlink.

    In the Original Budget panel, the following details appear in a bar chart format:

    • Group: Object

    • Object Path ID

    • Cost Account ID

    • Quantity

    • UOM

    • Hours

    • Cost

    • Currency

    • Cost in Project Currency

    • Budget ID

    • Approval Date

  6. To view the approved changes details by WBS, click the Approved Changes hyperlink.

    In the Approved Changes panel, the following details appear in a bar chart format:

    • Group: Change

    • Object Path ID

    • Cost Account ID

    • Change ID

    • Type

    • Description

    • Quantity

    • UOM

    • Hours

    • Cost

    • Currency

    • Cost in Project Currency

    • Approval Date

  7. To view the pending changes details by WBS, click the Pending Changes hyperlink.

    In the Pending Changes panel, the following details appear in a bar chart format:

    • Group: Change

    • Object Path ID

    • Cost Account ID

    • Change ID

    • Status

    • Type

    • Description

    • Quantity

    • UOM

    • Hours

    • Cost

    • Currency

    • Cost in Project Currency

    • Approval Date

  8. To view the current budget details by WBS, click the Current Budget hyperlink.

    In the Current Budget panel, the following details appear in a bar chart format:

    • Group: Object

    • Object Path ID

    • Cost Account ID

    • Quantity

    • UOM

    • Hours

    • Cost

    • Currency

    • Cost in Project Currency

    • Budget ID

    • Change ID

    • Approval Date

  9. To view the project commitment details by WBS, click the Commitments hyperlink.

    In the Commitments panel, the following details appear in a bar chart format:

    • Group: Commitment

    • Object Path ID

    • Cost Account ID

    • Funding Type (ID)

    • Line ID

    • Description

    • Quantity

    • UOM

    • Hours

    • Cost

    • Currency

    • Cost in Project Currency

    • Date

  10. To view the production actuals details by WBS, click the Actuals hyperlink.

    In the Actuals panel, the following details appear in a bar chart format:

    • Group: Object

    • Object Path ID

    • Cost Account ID

    • Quantity

    • UOM

    • Hours

    • Cost

    • Currency

    • Cost in Project Currency

    • Commitment ID

    • Resource ID

    • Vendor ID

  11. To view the forecast changes details by WBS, click the Forecast Changes hyperlink.

    In the Forecast Changes panel, the following details appear in a bar chart format:

    • Group: Change

    • Object Path ID

    • Cost Account ID

    • Change ID

    • Description

    • Quantity

    • UOM

    • Hours

    • Cost

    • Currency

    • Cost in Project Currency

    • Approval Date

  12. To view the current forecast details by WBS, click the Current Forecast hyperlink.

    In the Current Forecast panel, the following details appear in a bar chart format:

    • Group: Object

    • Object Path ID

    • Cost Account ID

    • Quantity

    • UOM

    • Hours

    • Cost

    • Currency

    • Cost in Project Currency

    • Budget ID

    • Change ID

    • Approval Date

  13. To view the prior forecast details by WBS, click the Prior Forecast hyperlink.

    In the Prior Forecast panel, the following details appear in a bar chart format:

    • Group: Object

    • Object Path ID

    • Cost Account ID

    • Quantity

    • UOM

    • Hours

    • Cost

    • Currency

    • Cost in Project Currency

    • Budget ID

    • Change ID