Estimate Summary - 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 simplifies Estimate Summary by enabling users to analyze estimate cost data, track cost trends over time, and manage estimate snapshots effectively.

  • Ability to request cost data for an Estimate Project at both the summary level (upper spreadsheet) and detail level (using the Summary tab)

  • Ability to request cost data over time through time-phased details

  • Ability to time phase an Estimate Project for accurate cost distribution

  • Ability to snapshot an Estimate Project to capture and preserve estimate data at a specific point in time

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

Refer to EcoSys Alix Help for guidance.

Example Prompt: What is the time phased cost in Period X for Estimate Project X?

  1. In the Message Alix box, enter What is the time phased cost in Feb 2026 for Estimate Project-PRJ-000031 - MCP Doc?

  2. After you enter the question, Alix displays the time-phased cost for the requested period.

  3. You can view the cost in the Time-Phasing tab for the requested period.

    Estimate Summary

    When writing the prompt, specify ‘Estimate Project X’ rather than only ‘Project X'.