View the Current Budget - 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 view the current budget summary and detail data for both time-phased and non-time phased projects.

  1. Navigate to Budgets > Current 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.

  4. Click the Current Budget tab.

  5. Click the Original Budget Cost hyperlink for a selected project object. The Original Budget Details panel displays the line items for all approved budgets.

  6. Click the Pending Changes Cost hyperlink for a selected object. The Pending Change Details panel appears displaying line items for all changes with Submitted or Partially Approved status.

  7. Click the Approved Changes Cost hyperlink column for a selected object. The Approved Change Details panel appears displaying line items for all changes with Approved status.

  8. Click the Current Budget Cost hyperlink for a selected object. The Current Budget Details panel appears displaying line items for all approved budgets and changes.

  9. To view current budget time-phasing details, click the Time-Phasing tab. The time-phasing details appear in the Current Budget Time-Phasing panel.

  10. In the Current Budget Time-Phasing panel, click the Time-Phased Cost hyperlink. The Summary Time-Phasing panel appears.

  11. In the Summary Time-Phasing panel, click the Details tab to view the time-phased summary details.

  12. In the Summary Time-Phasing panel, click the Chart tab to view the original budget in a bar chart format.

  13. To view the current budget log, click the Log tab. All events associated with approved budgets or changes appear in the Budget Log panel.

  14. To view current budget reports, click the Reports tab.

    • To generate each budget report, see Budget Reports.

    • You can customize the view of all the panels in this screen from the view settings.