Establish General Estimate Template Attributes - EcoSys - 4.01 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (4.01)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
4.01

This procedure allows you to view or update the general estimate template-related attributes.

  1. In the Estimate Template Setup panel, click the General tab.

    By default, the last selected estimate template appears in the Template ellipsis. To change the estimate template, click the Template ellipsis and select the required estimate template.

  2. Edit the Template Name if required.

  3. (Optional) Type in the Alternate ID.

  4. Select the Project Start Date and Project End Date.

  5. (Optional) Type in the Objective.

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

    1. (Optional) Portfolio - Select a portfolio.

    2. (Optional) Location - Select a location.

    3. (Optional) Security Org - Select a security organization.

    4. (Optional) Estimate Status - Select an estimate status.

    5. (Optional) Estimate Type - Select an estimate type.

    6. (Optional) Estimate Purpose - Select an estimate purpose.

    7. (Optional) Responsible Org - Select a responsible organization.

    8. (Optional) Client - Select a client.

  7. Attach a project image. Follow the procedure below to attach the required document files.

    1. Click the Attachment ellipsis.

    2. Click Upload and then click Choose File to select a file to upload.

    3. Type the description of the document in the Document Description.

    4. Click SAVE.