Costpoint Online Help

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Using the Help Search
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Details Tab

Use this tab to view detail information about the ECN. You can also add new lines in this tab.

ECN Related Charges

Field Description
Project

Enter, or use Lookup to select, the project ID to be charged by activities related to this ECN. This optional field of up to 30 alphanumeric characters must have a valid project ID and abbreviation from the Maintain Project Master screen in Costpoint Project Setup.

Project Abbreviation

Enter, or use Lookup to select, the abbreviation for the project to be charged by activities related to this ECN. This unlabeled optional field of up to six alphanumeric characters must have a valid project ID and abbreviation from the Maintain Project Master screen in Costpoint Project Setup.

Account

Enter, or use Lookup to select, the account ID to be charged by activities related to this ECN. This optional field of up to 15 alphanumeric characters must be a valid account ID from the Maintain Accounts screen in Costpoint General Ledger.

Organization

Enter the name of the organization to be charged by activities related to this ECN. The field to the right displays the abbreviation of the organization to be charged by activities related to this ECN.

Estimated Cost

Field Description
Nonrecurring

Enter the total estimated nonrecurring expenses to be incurred by implementing this ECN. The default is zero.

Recurring Unit
Note: Enter the estimated recurring expenses per unit to be incurred by implementing this ECN. The default is zero.
Field Description
Traveler Printed

Select this check box if the ECN traveler has been printed.

CAGE

Enter, or to select, the Commercial and Government Entity (CAGE) ID affected by the ECN.

Traveler Printed

Select this check box if the ECN Traveler has been printed.

Suggested Effective Date

Enter, or click to select, the default effective date in this optional field for all configuration modifications for this ECN.

Planned Implementation Date

Enter, or click to select, the date on which configuration changes will be implemented for this ECN.

Implementation Date

This field displays the date on which implementation took place.

Entry Date/Time

This field displays the date on which the ECN was entered.

Submitted for Approval Date

This field displays the date when on which the ECN status changed to In-Approval.

Internal Approval Date

This field displays date on which the ECN status changed to Approved.

Implementation Workflow

If you selected N - No Workflow Notification or S - Use Standard Workflow in the Workflow Method field on the Configure Engineering Change Notcie Settings screen, this field is hidden.

Enter, or click to select, the name of the workflow to start when the ECN is implemented. This field must contain a valid name from Manage Workflow Cases screen in Costpoint Workflow.

You can establish a link between an approval process and a system workflow in Costpoint Administration, so that, when you initiate the workflow case, for example, the system sends a message to the next approver's user ID when the ECN Status is changed to In-Approval on the Manage Engineering Change Notices screen. Be sure to check with your Costpoint Administrator or Consultant regarding establishing additional workflow settings in Costpoint Workflow.