Approve or Reject the Change - 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 a change has been submitted for approval, workflow users with change approval permissions may approve or reject the change if the change cost exceeds the Approval Threshold Level 1 established in the Project Setup screen (Projects > Project SetupChange Admin) for scope, budget or forecast changes. For forecast variance changes, the thresholds established in the Forecast Admin tab on Project Setup screen (Projects > Project Setup Forecast Admin) are referenced.

The change creator and workflow users identified in the Project Setup screen (Projects > Project Setup Workflow Admin) tab screen are notified through email, and the change log is updated.

After the change is approved by the required level of approver (s), the change status changes to Approved and the budget is posted to the current budget and current forecast.

For scope, budget and forecast changes, the Change Admin tab on Project Setup screen (Projects > Project Setup - Change Admin) is used to designate whether change thresholds should apply to transfers. For forecast variance changes, the Forecast Admin tab in Project Setup screen (Projects > Project Setup - Forecast Admin tab) is used to determine whether change thresholds should apply to transfers. If Apply Thresholds to Transfers is assigned, the total value of the change is compared against the sum of change line items greater than 0. If Apply Thresholds to Transfers is set to No, the total value of the change is used compared against the established change thresholds.

The change can be approved in two ways:

  • Through the EcoSys application: The workflow users with permissions can login to the EcoSys application and approve or reject the change.

  • By email: The workflow users with permissions will receive an email with an Approve and Reject hyperlinks along with the change details. They can click the Approve or Reject hyperlinks, which will trigger an email to the EcoSys server. The change will be approved or rejected based on the hyperlink clicked and a confirmation email sent to the approver’s mail box.

Follow the procedure below to approve or reject the change from the EcoSys application.

  1. Navigate to Changes > Changes.

  2. Click the Change Register tab.

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

  4. Perform any of the following actions.

    • Approve the Change. Follow the procedure below to approve the change.

      1. (Optional) Type the required Comments.

      2. Click the Approve button.

      3. In the Visual Workflow Instance dialog box, click the Close button.

      4. In the Change Register panel, click the Refresh button. The change status changes to Approved or Partially Approved.

        Until all approvers approve the change, the change will remain in a Partially Approved status. When the final approver approves, the status is changed to Approved.

    • Reject the Change. Follow the procedure below to reject the change.

      1. (Optional) Type the required Comments.

      2. Click the Reject button.

      3. In the Visual Workflow Instance dialog box, click the Close button.

      4. In the Change Register panel, click the Refresh button. The change status changes to Open and a Submit hyperlink appears.

        You can re-submit the change for approval.

        SHARED Tip The approver can also approve or reject from their email, by clicking on the Approve or Reject hyperlink in the email.