Define Forecast 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 forecast threshold approval values for all the levels.

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

  2. Update values as indicated below:

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

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

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

    • % Complete Threshold L1 - Enter the required approval threshold percentage for level 1.

    • % Complete Threshold L2 - Enter the required approval threshold percentage for level 2.

    • % Complete Threshold L3 - Enter the required approval threshold percentage for level 3.

    • % Complete Threshold L4 - Enter the required approval threshold percentage for level 4.

    • % Complete Threshold L5 - Enter the required approval threshold percentage for level 5.

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

    • Apply Thresholds to Transfers - Select Yes or No.

    • Approval Type L1 - Select the required approval type for level 1.

    • Approval Type L2 - Select the required approval type for level 2.

    • Approval Type L3 - Select the required approval type for level 3.

    • Method Type L1 - Select the required method type for level 1.

    • Method Type L2 - Select the required method type for level 2.

    • Method Type L3 - Select the required method type for level 3.

    • Method Type L4 - Select the required method type for level 4.

    • Method Type L5 - Select the required method type for level 5.

    • The available method types:

      • ACCO - Actual plus Open Commitment

      • CBGT - Current Budget

      • CCPI - Current CPI

      • CFCT - Current Forecast

      • EAAC - Greater of EAC or Actual

    • Based on the % Complete Threshold Level value of the project in the Forecast screen, the method type corresponding to the threshold level is used to calculate the New EAC (Estimated Actual Cost).

  4. Click SAVE.