Milestone Progress - Intergraph Smart Materials - Version 2016 R4 (8.4.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2016)

PPMProduct
Intergraph Smart Materials
PPMCategory_custom
Help
Version_SPMat
2016 R4 (8.4)

You can track progress payment events, and you can create, modify, and approve period progress numbers for milestones using the Milestone Summary tab. This tab appears if the payment type of the agreement is Milestone Progress.

  • The ZP_APRMSP project default must be set in order to notify others (by e-mail) about submitted milestone summaries. You can assign this project default to an approval template of type Milestone Progress.

  • The current user must have the UPDATE PROGRESS privilege in order to change the progress. Also, the user must have the PROGRESS APPROVAL privilege in order to approve progress or reverse approval.

Create a new progress item

  1. On the Milestone Summary tab, click New Progress.

    This button is available when the last submitted progress is approved, and there are no progress items on this tab.

  2. Fill in the necessary details for the progress item.

View the details of a period progress number

  • On the Milestone Summary tab, select a row, and click Details.

    If the Progress Payment Level is set to Line Item, scroll through the agreement positions to view the corresponding line item progress payment events.

Delete a period progress number

  • On the Milestone Summary tab, select a row, and click Delete record on the main toolbar.

    A period progress line can be deleted as long as it has not been submitted or approved.

Submit milestone progress

  1. On the Milestone Summary tab, make sure the Period From and Period To fields are completed.

  2. Click Submit.

    After clicking Submit, you cannot modify the progress of the line items.

Approve milestone progress

  1. On the Milestone Summary tab, click Approval Sequence.

  2. Select the Approved check box.

    After approval, you can click Reverse Approval, which clears all approval and submit indicators.