Opportunity Template Setup - EcoSys - 4.01 - Administration & Configuration - Hexagon PPM

EcoSys Help - Portfolios and Contracts Administration (4.01)

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Administration & Configuration
EcoSys Standard Version

Opportunity Templates are utilized in the creation of all opportunities within EcoSys. Multiple templates may be established for this purpose. Templates are used to control the following project defaults:

  • General information, such as a security organization

  • Currencies and rates

  • Workflow users

  • Budget Admin approval thresholds and Budget ID formats

  • Change Admin approval thresholds and Change ID formats

  • Risk ID formats

  • Commitment ID formats

  • Forecast approval threshold

  • Issue ID formats

  • Fund Request formats