Create or Maintain Contract Organization - EcoSys - 2.03 - Administration & Configuration - Hexagon PPM

EcoSys Help - Portfolios and Contracts Administration (2.03)

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

This procedure allows to create a new contract organization or update it.

  1. Navigate to Contract Admin > Contract Organization.

  2. In the Contract Organization panel, click the Insert Row icon to add a new row.

  3. Type the required information in below fields:

    1. ID

    2. Name

  4. (Optional) Click the Parent Path ID ellipsis to select the required parent contract.

    If the Parent Path ID is not selected, then by default the contract organization is created under the top-most parent organization.

  5. Click the Save icon.

  6. Click the Expand all 'N' rows icon to view the new organization created under the selected parent contract organization.

    • N in the Expand 'N' rows icon represents the number of available contract organizations.

    • Click the Collapse all rows icon to view only the parent organization of the entire contract organization hierarchy.

    • To update the existing contract organization, enter the information and click the Save icon.

    • Click the Delete Row(s) icon to delete an existing row.