Create an Estimate Project from Template - EcoSys - 4.01 - Help - Hexagon PPM

EcoSys Projects Help (4.01)

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English
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EcoSys
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EcoSys Standard Version
4.01

This procedure allows you to create an estimate project header, project attributes, project structure, and project structure attributes by using enterprise estimate project templates. It populates the estimate project with an ID (format established by the EcoSys administrator), and a project name supplied by the user. Default project attributes along with the project structure established by the EcoSys administrator for the selected template are copied to the new project. After the estimate project is created, a log entry appears on the Log tab and an email notification is sent to the project creator to confirm that the project was successfully created.

  1. Click the Actions list and select Create Estimate Project from Template.

    The Create Estimate Project From Template dialog box appears.

  2. Type the required Project Name.

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

  4. Click the Security Organization ellipsis to select the required security organization. By default, the Organization appears.

  5. (Optional) Type the Comment.

  6. Click the Run button. The Create Estimate Project From Template confirmation box appears.

  7. Click the OK button.

To view the log entry, click the Project ID hyperlink and click the Log tab in the Project Details panel.