Establish and Update Weighted Milestones - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

PPMProduct
EcoSys
PPMCategory_custom
Help
Version_EcoSysStand
3.01

Weighted milestone line items must be established before earned value is calculated for any object with a Weighted Milestone progress method. This may be accomplished by applying an enterprise-level weighted milestone template, importing weighted milestone line items, or manually creating weighted milestone line items for the relevant object.

The total weight of all weighted milestones established for an object item should equal 100. However, if it does not, the system can still calculate Weighted % Complete assuming all milestones have an established Weight and % Complete.

After set-up is complete, Weighted Milestones % Complete must be updated before earned value is calculated for each project period.

Apply Enterprise Weighted Milestones Template

This procedure allows you to copy a template composed of weighted milestone line items to the selected object. The template must first be created by the EcoSys administrator.

  1. Navigate to Progress > Earned Value.

  2. Click the Actions list and select Apply Template Weighted Milestones.

  3. Click the Project ellipsis to select the required project.

    The Project displayed in the green parameter bar at the top of the screen is the only project available for selection in the Apply Template Weighted Milestones dialog box.

  4. Click the Object ellipsis to select the required object.

  5. Click the Template ellipsis to select the required template. By default, the last selected template appears.

  6. Click RUN and then OK.

Import Weighted Milestones and % Complete

This procedure allows you to import the weighted milestone line items from an Excel or tab-delimited file. This method may also be utilized to update the % Complete for objects with a Weighted Milestone progress method.

  1. Navigate to Progress > Earned Value.

  2. Click the Import tab.

  3. In the Import Weighted Milestones panel, navigate to Sheet > Import.

  4. Click Choose File to select the required file.

  5. Select the required Format as per the selected file. The available values are listed below:

    • Excel

    • Tab-delimited

  6. From Import Rule for Incoming Records, select the Create New / Update Existing option.

  7. Select the Preview data before saving check box to validate the data before importing.

  8. Click OK to import the file.

    Verify the data on the screen, if there are any missing or blank fields, click REFRESH to discard the data and repeat the above procedure to import the file again.

  9. Click the Save icon.

    • Only the data from the first tab of the MS Excel spreadsheet is imported into the import spreadsheet.

    • You can customize the view of the Import Weighted Milestones panel from the view settings.

Manually Setup and Maintain Weighted Milestones

This procedure allows you to manually create or update the weighted milestones in the Weighted Milestones panel.

  1. Navigate to Progress > Earned Value.

  2. Click the Earned Value tab.

  3. In the Progress Method column, click the Weighted Milestones hyperlink for an object. The Weighted Milestones panel appears.

  4. Click the Insert Row icon to add a weighted milestone.

  5. Type in a unique ID.

  6. Type in the required Description.

  7. Type in the required Weight.

  8. (Optional) Type in the % Complete.

  9. Click SAVE. The value in the Weight % Complete auto-populates.

    Click the Delete Row(s) icon to delete the selected weighted milestone.