Add an Estimate Template - EcoSys - 3.01 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (3.01)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
3.01

You can create an estimate template using the methods below:

  • Create a template manually by adding a new template structure

  • Create a template from an existing estimate project

Create a Template Manually

This procedure allows you to add a new estimate template in the Estimate Register panel.

  1. Navigate to Admin > Estimates Admin > Estimate Template Setup.

  2. In the Estimate Register panel, click the Insert Row icon to add a new row.

  3. Type a Template ID and Template Name.

  4. (Optional) Click the Cost Object Status drop-down to select the required cost object status.

  5. Click the ellipsis icon to select the required values for the following fields:

    1. Client - Select a client.

    2. Location - Select a location.

    3. Project Manager - Select a project manager.

    4. Responsible Org - Select the responsible organization.

    5. Project Currency - Select the currency.

    6. Project Hours Rate Table - Select the required hours rate table.

    7. Project Quantity Rate Table - Select the required quantity rate table.

      You can add these fields to the Estimate Register panel from the view settings.

  6. Click the Save icon.

    Click the Delete Row(s) to delete the selected row.

Create a Template from Existing Estimate Project

This procedure allows you to add a new estimate template from an existing estimate project in the Estimate Setup.

  1. Navigate to Admin > Estimates Admin > Estimate Template Setup.

  2. Click the Actions list and select Create Template From Estimate.

  3. Type a Template ID and Template Name.

  4. Click the Estimate ellipsis to select the required estimate project. By default, the last selected estimate project appears.

  5. (Optional) Type a Comment.

  6. Click RUN and then OK.