Add or Update Project Object Template Manually - EcoSys - 4.03 - Administration & Configuration - Hexagon

EcoSys Core and Projects Administration (4.03)

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English
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EcoSys
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Administration & Configuration
EcoSys Standard Version
4.03

Project objects templates can be added manually. When adding new objects, do not select Insert or Insert Multiple, select Insert Under or Insert Under Multiple. The Cost Control Level assignment must exist in order to define the budget, accumulate actuals, calculate earned value, and generate a forecast for that project object.

  1. Navigate to Admin > Projects Admin > Project Template Setup.

  2. Click the Project Template tab.

  3. In the Template Register panel, click the project Template ID hyperlink for which you want to update template structure.

  4. Click the Template WBS tab.

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

  6. 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 WBS will not be added as part of the project unless the Parent Path ID is also specified.

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

  7. Type a unique ID and Name for the project object.

  8. Click the Type ellipsis and select the required Template WBS type.

  9. Click the Cost Object Status list and select the status of the cost object.

  10. Click the Parent Path ID ellipsis and select the required parent.

  11. (Optional) Click the Cost Control Level ellipsis and select Yes.

  12. (Optional) Click the Contingency Account Type and select the contingency account type.

  13. (Optional) Click the Object Exchange Rate Table ellipsis and select the required exchange rate table for the object.

  14. Click SAVE. The full WBS element Path ID will be displayed.

    Projects Admin - Project Template Setup - Prj Temp tab - Temp Str panel - Temp WBS tab_4.11

    Click the Delete Row(s) icon to delete a selected project object template. Object templates can be deleted from a project object if neither Weighted Quantities nor Weighted Milestones structures have been created for that project object.