Update Unit of Measure Category Values - EcoSys - 4.03 - Administration & Configuration - Hexagon

EcoSys Core and Projects Administration (4.03)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
4.03

EcoSys utilizes transaction categories to define units of measure. This value is utilized for budget, commitment, actual, and forecast line items.

  1. Navigate to Enterprise Data > Maintain Categories and Values. The Select Category Type panel appears.

  2. Click the Transaction hyperlink. This displays a right side panel.

    Do not update information in the upper panel, doing so may impact system integrity.

  3. Click the TRANSACTION CATEGORIES tab.

  4. In Maintain Categories panel, click the required Unit of Measure category ID. The Maintain Category Values panel appears.

    Ignore the other values available for selection. These are system defaults. Modifications could impact the integrity of the EcoSys system.

  5. To add a new value, perform the following actions in the Maintain Category Values panel.

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

    2. Type a unique Value ID.

    3. Type a Value Name.

    4. Click the Parent ID ellipsis and select the required parent ID.

    5. Click SAVE.

      If you are building hierarchical lists, the parent entry must be created and saved before the child can be added.

      If you are building a hierarchical list and you want the current entry to be the subordinate to an entry that had already been established, select the Value ID of the parent in the box.

  6. To modify data, perform the following actions in the Maintain Category Values panel.

    1. Edit the required Value Name.

    2. Click the Parent ID ellipsis and select a required parent ID.

    3. Click SAVE.

      If the Value ID is changed, the new key will be assigned to any projects originally assigned with the old key value.

  7. To delete a value, perform the following actions in the Maintain Category Values panel.

    1. Click the row to be deleted.

    2. Click the Delete Row(s) icon.

    3. Click SAVE.

      If you are working with the SCP version of EcoSys Standard Product, the Resource Managers value in Transaction Category must be built in a hierarchy format, similar to Resource ID, to assign the resource as Resource Manager in Resource Admin.