Project Change Status - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

PPMProduct
EcoSys
PPMCategory_custom
Help
Version_EcoSysStand
3.01

The Change Register panel displays changes associated with the selected project. Bar charts and pie charts portray project change data in a graphical format. Drilldown functionality provides additional detail.

  1. Navigate to Changes > Project Change 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. In the Change Register panel, Click the Change ID hyperlink or select a change ID from the Change ellipsis in the Changes by ID panel.

  4. If required, click REFRESH to update the screen. The change details appear in the Change Register panel and the changes appear in a bar chart format and in pie chart format in the Changes by ID panel. The following change details appear:

    • Change ID - Displays the change ID.

    • Change Name - Displays the change name.

    • Type - Displays the change type.

    • Status - Displays the change status.

    • Approval Date - Displays the date of the change approval.

    • Estimated Cost - Displays the estimated cost of the change.

    • Hours - Displays the number of hours to be spent on the change.

    • Cost - Displays the change cost.

    • Transfer Value - Displays the change transfer value.

  5. Click the Change ID hyperlink. The changes based on their change ID specific to the project object appears on the bar chart format as well as in the pie chart format in the Change by ID panel.

  6. Click the Type hyperlink. The changes based on their change type specific to the project object appears on the bar chart format as well as in the pie chart format in the Change by ID panel.

  7. Click the Status hyperlink. The changes based on their change status specific to the project object appears on the bar chart format as well as in the pie chart format in the Change by ID panel.

  8. Click the Cost hyperlink. The change detail line items appear in the Change Details panel.