Create a Project and Project Structure from Template - 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 create a project header, project attributes, a project structure, and project structure attributes via utilization of an enterprise project template. It populates the project with an ID (format established by the EcoSys administrator), and a project name supplied by the user. Default project attributes established by the EcoSys administrator are copied to the new project, as well as the project structure and attributes defined in the selected template. Lastly, a project log is created, and an email is sent to the person creating the project to confirm that the project was successfully created.

The enterprise project template must be created before a project is created as described below. EcoSys projects is shipped with one template to support this method (Project Template with WBS).

  1. Navigate to Projects > Project Setup.

  2. Click the Actions list and select Create Project From Template.

  3. Type in the Project Name.

  4. Click the Project Template ellipsis to select the required project template.

  5. Click the ellipsis to select the required values.

    • Project Template - Select the required project template.

    • Security Organization - Select the required security organization.

      By default, the last selected security organization appears.

    • (Optional) ICMS Main Project Type - Select the main project type.

    • (Optional) ICMS Project Type UOM - Select the units of measurement for the project type.

    • (Optional) Scheduler Method - Select the schedule method with which you want to execute this project.

  6. (Optional) Type in a Comment.

  7. Click RUN and then OK. A new project is created with an auto-generated Project ID and Active Status.

    • You can customize the view of the Project Register panel from the view settings.

    • To view the log entry, click the Log tab.