Create New Adjustments from the Estimate Summary panel - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

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EcoSys
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EcoSys Standard Version
3.01

This procedure allows you to create new adjustments from the Estimate Summary panel.

You can only add the adjustments to the parent line items where the Cost Control Level is not marked as Y.

  1. In the Estimate Summary panel, click the Summary Adjustments hyperlink. The Create Adjustments dialog box appears.

  2. Click the Actions list and select Create New Adjustment.

    The Create Adjustment dialog box appears.

  3. Type a unique Adjustment ID.

  4. Click the Adjustment Type ellipsis to select the required adjustment type.

  5. Click the Cost Account ID ellipsis to select the required cost account.

  6. Type the required adjustment %.

  7. (Optional) Type the Adjustment Comment.

  8. Click the Run button.

  9. Create Adjustment confirmation dialog box appears.

  10. Click the OK button. A new adjustment line item appears in the Create Adjustments dialog box.

    • To remove the adjustment, click the Remove hyperlink Create Adjustments dialog box.

    • If you make any changes to the adjustment % or cost, Recalculate hyperlink appears.

    • Click the Recalculate hyperlink to view the updated Total Cost in the Estimate Summary panel.

    • In the View Applied Adjustments panel, all the summary level adjustments applied appear.

    • Summary adjustments will only be made against Cost Control Levels found under the parent and that match the Cost Account ID selected.