Add Transmittal Comments - EcoSys - 4.01 - Help - Hexagon PPM

EcoSys Contracts Help (4.01)

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English
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EcoSys
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EcoSys Standard Version
4.01

This procedure allows you to add or modify comments for transmittals with Open status.

  • You can edit the comments fields only when the transmittal is in Open Status.

  • Comments can be updated only by the user that created the comment.

  1. Navigate to Contracts > Transmittals.

  2. At the top of the screen, in the green parameter bar, click the Contract ellipsis to select the required project.

  3. Click Refresh for screen update.

  4. Click the Transmittal Register tab. The Transmittal Register panel appears.

  5. In the Transmittal Register panel, click the Transmittal ID hyperlink. The Transmittal Details panel appears.

  6. In the Transmittal Details panel, click the Comments tab.

  7. Click the Insert Row icon to add a new comment.

  8. Click the Save icon. The User, Create Date and Update Date fields auto-populate.

  9. In the Comment column, click the Comment icon.

  10. In the dialog box, type the required comments and click the Save button. The comment entered auto-populates in the Comment column.

    Click the Delete Row(s) icon to delete a selected comment.