View or Update Project Attributes - EcoSys - 4.02 - Help - Hexagon PPM

EcoSys Projects Help (4.02)

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English
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EcoSys
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EcoSys Standard Version
4.02

After a project is created, project attributes can be updated in the Project Register screen. If recently created project does not appear, refresh the screen using the Refresh icon at the upper right in the tool bar.

Follow the procedure below to update the attributes of a project.

You cannot edit a closed project.

  1. Navigate to Projects > Project Setup.

  2. Click the PROJECTS tab.

  3. Edit the Project Name.

  4. (Optional) Select the Time-Phase check box to time-phase the budget, change, and forecast data.

  5. Select the Project Start Date and Project End Date.

  6. In the Setup Validation column, if there is a Fail hyperlink, you have to make it Pass.

    1. Click the Fail hyperlink.

    2. In the Setup Validations dialog, check for the Fail comments in the Validation field for each Admin section.

    3. Type appropriate values in the missing fields for the failed validation Admin sections.

    4. Click SAVE.

      Project Setup - Setup Validations dialog_4.02

  7. Click the ellipsis for each of the below fields and select the required values:

    1. Project Controller - Select the project controller

    2. Portfolio - Select the required portfolio

    3. (Optional) P6 Project ID and P6 Project Import ID - Select the required P6 Project ID and select Yes

      To import the latest P6 Project IDs, navigate to the menu Integration > P6 Connector > P6 Connector - Master Data Integrations > Import P6 Project to Cost Object Category and click RUN.

      The P6 Project ID and P6 Project Import ID fields are available only for External Schedule 1:1 WBS and External Schedule WBS scheduling methods.

    4. (Optional) S3D Plant Path ID - Select the required S3D plant path ID

    5. Project Calendar - Select the the required calendar

    6. Scheduler Method - Select the required scheduler method

    7. Scheduler EV Basis - Select the scheduler EV basis value to be imported in the baseline category

      Scheduler EV Basis is available only for External Schedule 1:1 WBS and External Schedule WBS scheduling methods.

  8. Select the Portfolio.

  9. Click the ICMS: Main Project Type ellipsis and select the required main project type.

  10. (Optional) Click the above selected ICMS: Main Project Type hyperlink to specify the project requirements.

    For example, if you select Bridges as main project type, specify the below parameters.

    1. Click the Project ellipsis to select the required project.

      By default, the current selected project appears in the Project ellipsis. To change the project, click the Project ellipsis and select the required project.

    2. Type in the Name of Standard for bridge construction.

    3. Type in the Code Number of Construction.

    4. Click the Functional Type (Serving) ellipsis and select the bridge function type.

    5. Click the Nature ellipsis and select the nature of construction.

    6. Type in the Grade and Name of Environmental Certification.

    7. Click the Status ellipsis and select the project status.

    8. Click the Support ellipsis and select the support type for the bridge.

    9. Click the Mobility ellipsis and select the bridge mobility.

    10. Click the Material ellipsis and select the material type used for bridge construction.

    11. Click the Types of Obstacles Crossed ellipsis and select type of obstacle.

    12. Click the Curvature (Predominant) ellipsis and select bridge path.

    13. Type in the Number of Access Ramps to access the bridge.

    14. Type the number of foundations for bridge in the water in Number Each of Abutments/Piers/Towers with Foundations in Water field.

    15. Type the number of foundations for bridge on the land in Number Each of Abutments/Piers/Towers with Foundations Not in Water field.

    16. Type in the Design Life (years) of the bridge.

    17. Type in the Average Height of Deck Above or Below Sea Level (m | ft).

    18. Click the Average Height of Deck Above or Below Sea Level ellipsis and select if the bridge height measurement is from Above or Below the sea level.

    19. Type in the Width (including walkways, hard shoulders and the like) (m | ft).

    20. Type in the Maximum Height Above the Lowest Point Land/Water (m | ft).

    21. Type in the Minimum Clearance Height (m | ft).

    22. Type in the Deck Length Measured from Face to Face of Abutments (km | miles).

    23. Type in the Surface Area of Deck (m3 | ft2).

    24. Type in the Capacity (Amount) that the bridge can withstand.

    25. Type in the Capacity units.

    26. Click SAVE and CLOSE.

  11. Click the ICMS: Project Type UOM ellipsis and select the unit of measure.

  12. Click SAVE.

  13. Click the Project ID hyperlink. The project details appear in the Project Details panel.

    Projects Setup - Projects tab_4.02

     You can customize the view of the Project Register panel from View Settings.