Submit Project Change for Approval - 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

After all change validation checks have passed, scope, budget and forecast changes can be submitted for approval or rejection. The change thresholds defined in the Change Admin tab on Project Setup screen (Projects > Project SetupChange Admin tab) are compared to the total change cost, and the workflow users defined in the Workflow Admin tab on Project Setup screen (Projects > Project SetupWorkflow Admin tab) can approve or reject the budget.

If the total change cost is below the Approval Threshold L1 amount defined in the Project Setup screen (Projects > Project Setup Budget Admin), then the change is auto-approved; otherwise, the change status is changed to Submitted, and the change approval workflow is initiated. The change creator and workflow users defined in the Project Setup screen (Projects > Project Setup Workflow Admin) are notified through email, and the budget log is updated.

If the workflow users change after the change is submitted for approval, the change must be rejected, and the workflow users must be changed in the Project Setup screen (Projects > Project Setup Workflow Approvers tab), then the change has to be resubmitted. If the users cannot reject the workflow, they must contact the EcoSys administrator.

This procedure allows you to submit a change from the Change Register panel.

  1. Navigate to Changes > Changes.

  2. Click the Change Register tab.

  3. In the Submit column, click the Submit hyperlink.

  4. Click OK.

    If the change cost is less that the Approver Threshold Level 1 value setup in the Project Setup screen (Projects > Project Setup Change Admin tab), then that budget will be auto-approved, and the change status changed to Approved.