Add a New Change Approver - 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

New change approvers can be added to a workflow that is in progress.

  1. Navigate to Admin > Projects Admin > Working Forecast Transactions.

  2. Click the Working Forecast Transactions tab.

  3. At the top of the screen, in the green parameter bar, click the Project and Version ellipsis to select the required project and Logs.

  4. Click the Refresh button.

  5. If the change already has an established approver:

    1. Identify the working forecast transaction for an approver currently associated with the specified project’s change workflow.

    2. Replicate the associated working forecast transaction by navigating to Rows > Duplicate.

    3. Replace the existing Resource ID with the Resource ID of the new approver.

  6. If the change does not have an established approver:

    1. Click the Insert Row icon to add a new row.

    2. Click the WBS Path ID ellipsis to select the root project number.

    3. Click the Resource ID of the new approver.

    4. Click the Version ID ellipsis and select Global Version > Logs.

    5. Type the total Quantity as 0 (zero).

    6. Type the total Hours as 1 (One).

    7. Type the total Cost as 0 (zero).

    8. Set the Transaction Date as current date.

    9. Click the Change Path ID ellipsis to select the change path.

    10. Click the Approver ID ellipsis to select the required approval level.

    11. Click the Transaction Type ellipsis to select the required transaction type.

    12. Type the Description as Change Submitted.

    13. Click the Save button.