Submit the Opportunity - EcoSys - 2.03 - Help - Hexagon PPM

EcoSys Help - Portfolios (2.03)

Language
English
Product
EcoSys
Search by Category
Help
EcoSys Standard Version
2.03

Once all the validation checks are completed, the Validation Count becomes zero and a Submit hyperlink appears in the Opportunity Register panel. Only opportunities with an Initiated or Rework status may be submitted. When the opportunity is submitted a View hyperlink appears in the Opportunity Register panel after a screen refresh and the status of the opportunity changes to Submitted. Also, a log entry appears in the Opportunities Log panel and an email is sent to all users defined in the Workflow Admin tab as well as the creator of the opportunity.

  • To view update validation checks and to see the Submit hyperlink after all validations checks have passed, click the Refresh button.

  • Once the opportunity is submitted, its details cannot be updated.

  • When an opportunity is submitted a notification appears on the Visual Workflow Notifications icon.

Follow the procedure below to submit the opportunity:

  1. Navigate to Portfolios > Opportunities.

  2. Click the Opportunities tab. The Opportunity Register panel appears.

  3. In the Opportunity Register, click the Submit hyperlink corresponding to the opportunity that is to be submitted. A confirmation dialog box appears.

  4. Click the OK button. A system message appears and a notification appears on the Visual Workflow Notifications icon.

  5. Click the Refresh button. A View hyperlink appears in the Submit column.

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

    • To view the status log of the opportunity, click the Status hyperlink in the Opportunity Register panel.