Establish Object Template General Data - EcoSys - 2.03 - Administration & Configuration - Hexagon PPM

EcoSys Help - Portfolios and Contracts Administration (2.03)

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

This procedure allows you to update the general object attributes. If the Cost Control Level for the opportunity object is assigned, the opportunity object element can be modified. If the Cost Control Level for a selected object template element is blank, then the project object attributes can only be viewed, and cannot be modified.

  1. In the Template WBS Details panel, click the General tab.

  2. Type in a unique Object ID.

  3. Type in a required Object Name.

  4. Type the required number of Balance Periods.

  5. Type an Objective.

  6. Click the ellipsis to select the required values for the following fields:

    • Type - Select the required object type.

    • Responsible Manager - Select the required responsible manager of the object.

    • Progress Method - Select the required progress method of the object.

    • Forecast Method - Select the required forecast method of the object.

    • Forecast Balance Method - Select the required forecast balance method of the object.

    • PMB - Select Yes.

    • OBS Name - Select the required organization breakdown structure.

    • CBS Name - Select the required cost breakdown structure.

    • ABS Name - Select the required alternate breakdown structure.

  7. Click SAVE.