Update Action Items - 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 add, view, edit, and delete actions pertaining to the risk.

  1. In the Project Risk Details panel, click the Action Items tab. The existing action items appear.

    • By default, the last selected risk appears in the Risk ellipsis. To change the risk, click the Risk ellipsis in the green parameter bar and select the required risk.

    • You can customize the view of the action items from the view settings.

  2. Click the Insert Row icon to add a new action item.

  3. Enter the below information,

    • ID - Type a unique ID of the action item.

    • Description - Type the description of the action item.

    • Owner Email - Type the email address of the risk owner.

    • Due Date: Select the date when the action item is to be implemented on the risk.

  4. Click the ellipses icon to select the required values in the below fields:

    • Priority - The priority of the action item implementation. The available values are listed below:

      • H - High

      • L - Low

      • M - Medium

    • Status - Status of the action item. The available values are listed below:

      • CLS - Closed

      • DFT - Draft

      • OPN - Open

  5. Click SAVE.

    • To edit the existing triggers, update the information and click SAVE.

    • Click the Delete Row(s) icon to delete a selected action item.