Establish Opportunity ID Details - EcoSys - 4.01 - Administration & Configuration - Hexagon PPM

EcoSys Help - Portfolios and Contracts Administration (4.01)

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Administration & Configuration
EcoSys Standard Version

Follow the procedure below to update opportunity defaults.

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

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

  3. (Optional) Type in a required Prefix.

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

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

    The numbering of the opportunity 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 opportunity ID.

  6. (Optional) Type in a required Suffix.

    The opportunity ID ends with the suffix entered.

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

    The opportunity ID increments by this digit.

  8. Click SAVE, the opportunity ID appears in Opportunity ID Example (Max 40).