View or Update Project Change Attributes via Change Register - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

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English (United States)
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EcoSys
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EcoSys Standard Version
3.01

This procedure allows you to establish the change headers and also update some of their attributes for a selected project using the Change Register panel.

  1. Navigate to Changes > Changes.

  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. If required, click REFRESH to update the screen.

  4. Click the Change Register tab.

  5. Edit the Change Name.

  6. Click the Type ellipsis to select the required change type. The available change types are listed below:

    • Budget Change

    • Forecast Change

    • Scope Change

  7. Type in the required Estimated Cost.

  8. Click the Save icon.

    You can customize the view of the Change Register panel from the view settings.