Approve or Reject the Forecast Variance Change - EcoSys - 2.03 - Help - Hexagon PPM

EcoSys Help - Projects (2.03)

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EcoSys Standard Version
2.03

After a forecast variance change has been submitted for approval, workflow users with forecast approval permissions may approve or reject the forecast variance if the forecast variance exceeds the Approval Threshold Level 1 setup in the Project Setup screen (Projects > Project Setup Forecast Admin). After the forecast variance change is approved by the required level of approver (s), the forecast variance change status changes to Approved and the budget is posted to the current budget and current forecast.

The users on the All Workflow and Forecast Variance distribution list in Project Setup screen (Projects > Project Setup Workflow Admin tab) define the forecast variance approvers. They are notified via email when the forecast variance is approved or rejected. In addition the forecast change log is updated when users approve or reject the change.

The Forecast Admin screen (Projects > Project Setup - Forecast Admin) is used to determine whether change thresholds should apply to transfers. If Apply Thresholds to Transfers is assigned, thresholds are compared against the total change line items greater than 0. If Apply Thresholds to Transfers is set to No, the total value of the change is used to compare against the established change thresholds.

  • Through the EcoSys application: The workflow users with permissions can log in to the EcoSys application and approve or reject the forecast variance change.

  • By email: The workflow users with permissions will receive an email with an Approve and Reject hyperlinks along with the forecast variance change details. They can click the Approve or Reject hyperlinks, which will trigger an email to the EcoSys server. The change will be approved or rejected based on the hyperlink clicked and a confirmation email sent to the approver’s mail box.

Follow the procedure below to approve or reject the change from the EcoSys application.

  1. Navigate to Forecasts > Forecast.

  2. Click the Register tab. In the Forecast Register panel, the status of the change is Submitted.

  3. In the Submit column, click the View hyperlink. The Visual Workflow Instance dialog box appears.

  4. Perform any of the following actions.

    • Approve the Change:

    1. (Optional) Type the required Comments.

    2. Click the Approve button.

    3. In the Visual Workflow Instance dialog box, click the Close button.

    4. In the Forecast Register panel, click the Refresh icon. The status changes to Partially Approved or Approved.

      Note: Until all approvers approve the forecast variance change, the change will remain in a Partially Approved status. When the final approver approves, the status is changed to Approved.

    • Reject the Change:

    1. (Optional) Type the required Comments.

    2. Click the Reject button.

    3. In the Visual Workflow Notifications dialog box, click the Close button.

    4. In the Forecast Register panel, click the Refresh icon. The status changes to Open.

      You can re-submit the forecast variance change for approval from the Forecast screen (Forecasts > Forecast) using the Submit Forecast Variance Change action.

      The approver can also approve or reject from their email, by clicking on the Approve or Reject hyperlink in the email.