Update Balance Methods from the Time-Phasing tab - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

PPMProduct
EcoSys
PPMCategory_custom
Help
Version_EcoSysStand
3.01

This procedure allows you to update the balance methods in the Forecast Balance and Adjustment dialog box, which is rendered by clicking on the New EAC hyperlink in the Forecast Time-Phasing panel.

If Time-Phase Settings balance method is assigned, then do not select Time-Phasing Method as Manual for that cost control object.

  1. Navigate to Forecasts > Forecast.

  2. Click the Time-phasing tab.

  3. Click the New EAC hyperlink for a required cost control object.

    1. For CCL objects:

      1. Click the Forecast Balance Method ellipsis and select the required balance method. The available balance methods are listed below:

        Balance to Time-Phasing End

        Balance to Next

        Balance to Future Periods

        Balance to Year End

      2. Type the number of Balance Periods for the cost control object with Balance to Future Periods balance method.

      3. Click SAVE. The Balance ETC End Date gets updated.

      4. Click the Refresh Forecast Balance hyperlink and then click OK.

        The bar chart gets updated and displays the actuals versus current balance amount distributed as per the balance method selected.

    2. For Non-CCL objects, click Refresh Forecast Balance hyperlink and then click OK.

      The bar chart gets updated and balances all the children of WBS.