Establish Fund Details - 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

Follow the procedure to update Fund Defaults.

  1. Navigate to Admin > Portfolio Admin > Enterprise Defaults.

  2. Click the ID Defaults tab. The Funding Defaults panel appears.

  3. (Optional) Type in a required Fund Prefix.

    The prefix is added to the beginning of the fund ID.

  4. (Optional) Type a digit in Next ID Base. By default, this value is set to zero.

    The numbering of the fund ID starts from this digit.

  5. Type a digit in Digits (Max 20). By default, this value is set to zero.

    This is the length of the fund ID.

  6. (Optional) Type in a required Suffix.

    The fund ID ends with the suffix entered.

  7. Type a digit in Increment. By default, this value is set to zero.

    The fund ID increments by this digit.

  8. Click SAVE, the fund ID appears in Fund ID Example (Max 40).