Manually Establish and Update Commitment Line 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 manually add and maintain the commitment line item details.

  1. Navigate to Budgets > Commitments.

  2. Click the Commitment Register tab.

  3. Click the Commitment ID hyperlink. The Commitment Details panel appears.

  4. Click the Commitment Line Items tab.

  5. Click the Insert Row icon to add a new commitment line item.

  6. 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 - Select the required units of measurement.

    • (Optional) Currency - Select the currency.

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

    • Line ID - Type a unique line ID.

    • Description - Type the description.

    • Quantity - Type the required quantity.

    • Hours - Type the number of hours.

    • Cost - Type the required cost.

  8. Select the required Date. If not selected, by default, the current date appears after saving.

  9. Click the Save icon. The Cost in Object Currency auto-populates.

    • If the Project Exchange Rate Table is not established in the Project Setup screen, the system does not calculate Cost in Object Currency.

    • Click the Delete Row(s) icon to delete a commitment line item.

    • You can customize the view of the Commitment Line Items panel from the view settings.