Create a new milestone summary (Line Items) - Intergraph Smart Materials - 10.2 - Help - Hexagon

Intergraph Smart Materials Web Help (10.2)

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English
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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
10.2
  1. On the Milestone Summary tab, click New Progress.

    • This button is available when the last submitted progress is approved, and there are no progress items on this tab.

    • A Period Progress Number is auto-populated.

  2. To view/edit the details of the Period Progress Number, click on the respective hyperlink to enter the Period Progress Number Details (Milestone Progress -Line Items Level) window .

    1. In the Period Progress Number Details (Milestone Progress - Line Items Level) window, select the appropriate line item from the Line Items grid and in the Period Progress Line Item Details grid, you can also edit the Forecasted Start, Forecasted End, Actual Progress(%), Actual Progress Value, Actual Cumulative Progress(%), Actual Cumulative Progress Value and Actual End Date to track the progress of the item.

      On entering the value for either Actual Progress(%), Actual Progress Value, Actual Cumulative Progress(%), Actual Cumulative Progress Value, the other three columns are automatically updated.

    2. Optionally, you can also select the Account Code from the list or type a new code.

  3. Click Save in the Period Progress Number Details (Milestone Progress -Line Items Level) window and then click Submit in the Milestone Progress page.

    After clicking Submit, you cannot modify the progress of the line items.

  4. To allow a contractor to request the re-submission of a progress item before the approval sequence has been started, click Request Resubmit.

    As soon as any of the approvers has approved or rejected, the Request Resubmit button becomes unavailable.

  5. To delete a period progress number, select a row, and click Delete Row.

    A period progress line can be deleted as long as it has not been submitted or approved.

  6. To approve an item progress, click Approval Sequence and then click Approve.

  7. To clears all approvals and submit indicators after approval, click Reverse Approval.