Establish Time-Phasing at Line Item Level (Detail Settings) - EcoSys - 4.11 - Help - Hexagon

EcoSys Projects Help (4.11)

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EcoSys Standard Version
4.11

The Detail Settings time-phasing method allows the user to establish a unique Start Date, End Date, and Curve for an object’s budget line items. Curve selections include:

  • Manual - The user manually defines time-phased values per period

  • Back Loaded - Line items spread in a back-loaded curve

  • Front Loaded - Line items spread in a front-loaded curve

  • Linear - Line items spread linearly

  • Bell - Line items spread in a bell curve

Time-phase Settings are available only for the Detail Settings Time-phasing Method. By default, the Contingency and Scheduling line items are set to Detail Settings method. Detail Settings method cannot be changed to other methods when the Original Budget is created from Scheduling or when the Object type is Contingency.

Line items associated with submitted or approved budgets are not impacted, nor are the line items with a Manual curve.

This procedure allows you to setup Time-phasing for the line items.

  1. In the Time-Phasing Details panel, click the Settings tab. All line items established in the Original Budget screen appear.

  2. Click the Curve ellipsis and select the required curve for time-phasing.

  3. Select the required Start Date and End Date.

    • For the Risk-based Contingency line item type, the Start Date and End Date auto-populate from their respective Project Risk.

    • The Activity Start Date and Activity End Date auto-populate from their respective Project Schedule.

  4. Click SAVE.

    SHARED Tip Slide the spreadsheet splitter bar to the right to view additional balancing-related attributes.