Budget Settings - EcoSys - 4.11 - Administration & Configuration - Hexagon

EcoSys Core and Projects Administration (4.11)

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English
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EcoSys
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Administration & Configuration
EcoSys Standard Version
4.11

In the Budget Settings, you can define the approval threshold values and their respective approval types for a project. Also, you can define Budget ID format.

Define Approval Threshold Values

To define the Budget approval threshold values and their approval types for each level, follow the procedure below:

  1. In the Project Details panel, click the Project Settings tab.

  2. In the Budget Settings section, type the Approval Threshold values for the following levels:

    • Approval Threshold L1

    • (Optional) Approval Threshold L2

    • (Optional) Approval Threshold L3

  3. Click the Approval Type ellipsis and select the approval type for the following levels:

    • Approval Type L1

    • (Optional) Approval Type L2

    • (Optional) Approval Type L3

  4. Click SAVE.

Define Budget ID Format

The Budget ID format supports the customization of project-specific IDs to be used for newly created budgets. This includes prefixes, suffixes, and the ability to increment by any provided number. It is critical that the Digits (number of digits including leading zeros) as well as the Increment is established. If either of these numbers are missing, the ID will not generate as expected. The hierarchy path delimiter (typically a period, or ".") must not be used in either the prefix or suffix.

To define the Budget ID format, follow the procedure below:

  1. In the Budget Settings section, type the required Prefix.

    The prefix is added to the beginning of the Budget ID.

  2. (Optional) Type a digit in Next ID Base.

    The numbering of the Budget ID starts with this digit.

  3. Type a digit in Digits (Max 20).

    This is the length of the Budget ID.

  4. (Optional) Type a required Suffix.

    The Budget ID ends with this suffix.

  5. Type a digit in Increment.

    The Budget ID increments by this digit.

  6. Click SAVE. The Budget ID appears in the Budget ID Example (Max 40) box.