Establish and Update Project Structure Manually - EcoSys - 4.11 - Help - Hexagon

EcoSys Projects Help (4.11)

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EcoSys
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EcoSys Standard Version
4.11

This procedure allows you to manually add the project structure line items. The Cost Control Level assignment must be in place to define the budget, accumulate actuals, calculate earned value, and generate a forecast for the project structure.

  1. Navigate to Projects > Project Structure.

  2. At the top of the screen, in the toolbar, click the Project ellipsis to view the required project structure.

  3. If required, click the Refresh icon to update the screen.

  4. Click the Project Structure tab.

  5. Right-click the rows list and select Insert Under. This creates a new row under the selected line item.

    Do not choose Insert or Insert Multiple options. If these options are used, the project structure will not be added as a part of the project unless the parent path ID is also specified.

    • The Insert Under option places the project structure below the selected line item.

    • If the Insert Row option is used, the project structure is placed at the same hierarchy as the selected line item.

  6. Type a unique ID.

  7. Type the project structure line item Name.

  8. Click the Type ellipsis and select the required project structure type. The available project structure types are listed below:

    • Contingency

    • Control Account

    • Planning Package

    • Summary Level Planning Package

    • WBS

    • Work Package

      When you select the Project Type as Contingency the PMB will be auto set to No and vice versa.

  9. Click the Parent Path ID ellipsis and select the required parent.

  10. Click the Cost Control Level ellipsis and select Yes.

  11. Select Contract Cost Control Level.

    To delete a project structure line item, select the project structure line item and click the Delete Row(s) icon in the Project Structure panel. An error message is displayed if the transactions associated with the project structure are found. This indicates that the project structure cannot be deleted.

  12. Click the Contingency Account Type ellipsis and select the contingency type.

    You can select the Contingency Account Type only for Contingency type line items.

  13. Click the Object Currency ellipsis and select the required object currency.

    You can edit the object currency only if there are no transaction for the selected WBS item.

  14. Click the ICMS Cost Categories and Groups ellipsis and select the required category.

    Projects - Project Structure - ICMS Cost Categories and Groups_4.01

  15. Click the Object Calendar ellipsis and select the calendar.

  16. Click SAVE. The full path ID is displayed.