Manually Establish Estimated Actual Line Items - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

English (United States)
Search by Category
EcoSys Standard Version

This procedure allows you to add or modify the estimated actuals manually.

  1. Navigate to Progress > Actuals.

  2. Click the Actuals tab.

  3. Click the Estimated Cost hyperlink. The Estimated Actual Details panel appears.

  4. Click the Insert Row icon to add a new estimated actuals line item.

  5. Click the ellipsis to select the required values in the below fields.

    • Object Path ID - Select the required object path ID.

    • Cost Account ID - Select the required cost account ID.

    • (Optional) UOM ID - Select the required units of measurement.

    • (Optional) Currency - Select the required currency.

    • (Optional) Commitment ID - Select the required commitment.

    • (Optional) Resource ID - Select the required resource.

    • (Optional) Vendor ID - Select the required vendor.

  6. (Optional) Enter the required details of the resources:

    • Quantity - Type the required quantity.

    • Hours - Type the number of hours.

    • Cost - Type the required cost.

  7. Select the required Date. By default, the current date appears if not selected.

  8. Click the Save icon.

    The Cost in Object Currency, Resource Name and Vendor Name auto-populates.

    • Click the Delete Row(s) icon to delete an actuals line item.

    • You can customize the view of the Estimated Actual Details panel from the view settings.

  9. Click REFRESH in the Actuals Summary panel to view the new changes.

    If the Project Exchange Rate Table was not established in Project Setup screen, the system cannot calculate Cost in Object Currency.