Tips & Tricks: EcoSys Looping Actions
Looping Actions, introduced in EcoSys v8.2, were created to allow an action to run multiple times without requiring end users to manually run the action multiple times. How Looping Actions Work A...
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Tips & Tricks: Introduction to the EcoSys Mobile Platform
The EcoSys Mobile Platform allows for seamless interaction with the EcoSys web platform via a native mobile experience. It takes advantage of optimized performance and utilizes the latest...
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Tips & Tricks: Navigation of EcoSys Visual Workflows
Visual Workflows are a graphical method for configuring and sequencing steps in a process. Visual workflows offer screens for displaying and collecting information from the user running the flow....
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Tips & Tricks: EcoSys Advanced Commands (Advanced Configuration)
Advanced Commands are a set of tools that can be utilized in EcoSys configurations to assist troubleshooting or to override a variety of system settings that control the data that EcoSys...
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Tips & Tricks: Improved EcoSys Custom Time Periods
Time periods are the fiscal periods in which data is recorded in EcoSys. This allows the distribution over time of transactions, custom fields, and categories. The default approach for time...
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Tips & Tricks: New System Notifications
With the 8.6 release of EcoSys, we reintroduced the icon previously known as the Visual Workflow Notifications icon as the System Notifications icon! The NEW System Notifications icon includes...
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Tips & Tricks: 8.7 Removed Admin Screens
The EcoSys 8.7.01 user interface was enhanced to provide a more streamlined admin user experience and to improve configurability. Several screens have been removed as the functionality of most...
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Tips & Tricks: Visual Workflow Comments
Visual Workflows provide a graphical method for configurating and sequencing workflow steps. The steps can include process steps, confirmations and approvals, connections, action batches, and...
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Tips & Tricks: Debugging Action Batches Using Advanced Commands
EcoSys configuration features include a set of advanced commands that can be utilized as configuration options during troubleshooting or for setup of advanced behavior. We’ve discussed Advanced...
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Tips & Tricks: A Tour of EcoSys Connect
Our newest integration product available to EcoSys customers, EcoSys Connect, is a no-code/low-code integration platform that consolidates data from multiple systems. It maximizes your existing...
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Standardizing Construction Codes in EcoSys with ICMS Fields
EcoSys leads the global project cost management market with built-in business intelligence tools such as intuitive dashboards and reports that provide visibility into portfolio and project...
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Adding Images or Logos to EcoSys Report Headers
EcoSys reports can be customized by adding images. These images can display any image file (of type .jpg, .png or .gif), including a customer’s business and/or company logo. These images can be...
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Strategies for Troubleshooting Actions
The ability to tailor so many aspects of EcoSys is incredibly powerful and unlocks so much value for our customers. When creating or modifying a configuration however, sometimes you don’t get the...
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EcoSys v8.8 ‘New Record’ Options in Forms
EcoSys continues to enhance and add new configuration options in Forms. Forms in EcoSys are another data tool that provides users an easy-to-read format which contains just the essential fields...
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Parameter Configuration & Best Practices
Parameters are one of the most powerful tools available in EcoSys. Parameters expand the possibilities of how users interact with the system. To obtain the desired level of interactivity, EcoSys...
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Resource Administration
Resource Administration serves as a centralized screen for administrators to create and manage an organization’s resources effectively and efficiently. This administrative screen supports the new...
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EcoSys Migration Management
Have you invested a lot of time and resources into a custom configuration of EcoSys and now you need to migrate it? Have you recently taken an EcoSys Training course where you designed forms,...
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EcoSys v. 9.0 Tool Bar Consolidation
EcoSys™ v. 9.0 has a brand-new, clean, and modern look with user-friendly options that are worth getting excited about! If you want to modernize your look, simplify your menu bars, or get access...
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Project Validation Framework
According to Forbes, bad data costs the U.S. economy $3.1 trillion per year. A study commissioned by SnapLogic showed that 91% of IT decision makers believe they need to improve the quality of...
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EcoSys Online Documentation – Designed for You to Get More Done
At Hexagon, we are passionate about your success. To help you achieve your goals with EcoSys, we offer comprehensive, easy to use documentation providing quick answers to your questions.
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