Forecast Variance Change Thresholds - EcoSys - 2.03 - Administration & Configuration - Hexagon PPM

EcoSys Help - Portfolios and Contracts Administration (2.03)

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EcoSys
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Administration & Configuration
EcoSys Standard Version
2.03

Approval thresholds L1 through L3 may be set as required for the selected opportunity. Changes exceeding the individual Thresholds will be subject to approval by users designated at that approval level as defined in the Workflow Admin tab. Thresholds must not overlap. See the table below for additional direction on settings approval thresholds.

Scenario

Level 1 Threshold

Level 2 Threshold

Level 3 Threshold

Auto-Approve

$999,999,999*

$999,999,999*

$999,999,999*

Level 1 approval is always required – no other levels are required.

$0

$999,999,999*

$999,999,999*

Below L1 threshold, project is auto-approved. Above the L1 threshold, Level 1 must approve. No other levels are required.

L1 threshold amount

$999,999,999*

$999,999,999*

Below a L1 threshold, project is auto-approved. Above Threshold L1, L1 approver must approve. Above Threshold L2, L2 approver must also approve. Level 3 not required.

L1 threshold amount

L2 threshold amount

$999,999,999*

Below a L1 threshold, project is auto-approved. Above Threshold L1, L1 approver must approve. Above Threshold L2, L2 approver must also approve. Above Threshold L3, L3 approver must also approve.

L1 threshold amount

L2 threshold amount

L3 threshold amount

* denotes a cost that no project will ever exceed.

Approval type determines whether all or any approvers may approve for the designated level.

  • Choose Any May Approve if approval by any of the approvers at the selected level may trigger approval at that level.

  • Choose All Must Approve if all of the approvers at the selected level must approve before approval at that level is granted.

An EcoSys user may designate whether the thresholds should apply to transfers. If Apply Thresholds to Transfers is assigned, the total value of the forecast variance change is compared against the sum of change line items greater than 0. If Apply Thresholds to Transfers is set to No, the total value of the change is used compared against the established change thresholds. The Change Admin section controls the customization of project-specific IDs to be used for newly created forecast variance changes.