Define Budget Approval Threshold Level Values - EcoSys - 2.03 - Administration & Configuration - Hexagon PPM

EcoSys Help - Portfolios and Contracts Administration (2.03)

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English (United States)
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EcoSys
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Administration & Configuration
EcoSys Standard Version
2.03

This procedure allows you to define the budget approval threshold values and their approval types for each level.

  1. In the Template Details panel, click the Budget Admin tab.

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

  2. Update values as indicated below:

    1. Approval Thresholds L1 - Enter the required approval threshold value for level 1.

    2. Approval Thresholds L2 - Enter the required approval threshold value for level 2.

    3. Approval Thresholds L3 - Enter the required approval threshold value for level 3.

  3. Click the ellipsis to select the values for the following:

    1. Approval Type L1 - Select the required approval type.

    2. Approval Type L2 - Select the required approval type.

    3. Approval Type L3 - Select the required approval type.

  4. Click SAVE.