Original Budget - EcoSys - 4.43 - Help - Octave

EcoSys Alix Help

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EcoSys
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Standard Product
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EcoSys Standard Version
4.43

Alix retrieves details of both approved and unapproved original budgets—including costs, quantities, and hours—for a project and its work packages.

  • Ability to request general information about any Budget in the system

  • Ability to request comparison information across multiple Budgets

  • Ability to create a new Budget

  • Ability to assign a Budget ID

  • Ability to time-phase an open Budget

  • Ability to re-open an approved Budget

To use Alix, select Alix chat icon on the tool bar.

Refer to EcoSys Alix Help for guidance.

Example Prompt: What is the approved budget for project: X?

  1. In the Message Alix box, enter What is the approved budget for project: PRJ-000007?

  2. After you submit the question, Alix displays the details of Original, Approved Changes and Current Budget of the project.

  3. When you confirm Original Budget, Alix provides that specific value for that selection.

    original Budget

  4. In the Original Budget Summary panel, select the Original Budget tab to verify the details provided.

    Original budget register

    To view Budget details in the bottom panel, include the phrase “Approved/Unapproved Budgeted line items” in your prompt.