Create Estimate Template Structure Manually - EcoSys - 3.01 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (3.01)

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English
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EcoSys
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Administration & Configuration
EcoSys Standard Version
3.01

This procedure allows you to add the estimate objects to templates manually. While adding new objects, do not select Insert or Insert Multiple options as this would not associate the object structure with the selected estimate object. To setup the object structure correctly always select Insert Under or Insert Under Multiple option under Rows.

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

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

  3. Click Refresh for screen update.

  4. Click the Estimate Template Register tab.

  5. Click the Rows icon and select Insert Under. This creates a new row under the selected line item.

    Do not choose Insert or Insert Multiple. If these options are utilized, the object will not be added as part of the estimate project unless the Parent Path ID is also specified.

    The Insert Under places the estimate structure below the selected line item. If the Insert Row icon is used, the estimate structure is placed at the same level as the selected line item. Hence it is recommended to use Insert Under.

  6. Type in a unique ID.

    You can use alpha characters as ID to prevent duplication from project WBS's ID during the Structure Mapping process.

  7. Type in a required Name.

  8. Click the Type ellipsis to select required object type.

  9. Select the required Cost Object Status.

  10. Click the Parent ID ellipsis to select the required parent.

  11. Click the Save icon. The full WBS element Path ID will be displayed.

    Click the Delete Row(s) icon to delete a selected estimate object template.