Evaluate Budget Validation Checks - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

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EcoSys Standard Version
3.01

Budget Validation Checks help you to understand if an open budget is ready to be submitted for approval. You can submit a budget for approval only if the budget header has already been established (see Create New Budget) and budget line items have been established and assigned to a budget. Workflow users required to approve the budget per threshold settings (see Project > Project Setup) must be defined properly as well.

You can view the status of open budget’s validation checks in the Register tab via reference of the Validation column. Pass indicates that all validation checks have passed. Fail indicates that one or more validation checks have failed. To view the status of individual validation checks for the selected open budget, click on the Fail or Pass hyperlink in the Validation column.

When all validation steps have passed a Submit hyperlink appears in the Budget Register panel.

  1. Navigate to Budgets > Original Budget.

  2. Click the Register tab.

  3. In the Validation column, click the Pass or Fail hyperlink.

    • If all the validation checks are completed, Pass hyperlink appears, else Fail hyperlink appears.

    • Validation checks are viewable only for budgets with an Open status.