Sequence Enterprise
(formerly EcoSys)
Sequence Enterprise (formerly EcoSys) is enterprise project performance software that combines project portfolio management, project controls, and project management software all in one platform.
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Getting Started
Feature Reviews
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courseEcoSys What's New in EcoSys 9.4.02 MCP Configuration
[Course] provides administrators guidance on enabling, customizing, and optimizing chat-enabled tools, ensuring that admins can deliver robust, efficient, and user-friendly AI-powered interactions.
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courseEcoSys What's New in EcoSys 9.4.02 MCP Tools
[Course] Learners will explore a curated set of resources and recordings from the feature demo session, offering practical insights into how the Generative AI Chat enhances productivity and user experience.
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pathEcoSys What's new in 9.4
[Path] Discusses the latest features, enhancements, updates, and UI/UX improvements in EcoSys 9.4.
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courseEcoSys 9.3 Review
[Course] Reviews the exciting new features and improvements introduced in the EcoSys 9.3 Release.
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courseEcoSys™ 9.2 Feature Review
[Course] Provides an in-depth review of the new features and improvements introduced in EcoSys 9.2, including Mobile functionality, security updates, new Action Types, OAuth support, and additional features.
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courseEcoSys 9.1 Review
[Course] Teaches you about various 9.1 features. From deep links to database schema upgrades to performance enhancements to APIs, this course covers a wide range of topics to help you advance your EcoSys knowledge.
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pathEcoSys 8.8 Review
[Path] Reviews functionality that was added or modified in version 8.8.
Standard Product Feature Reviews
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pathEcoSys | What's new in EcoSys Standard Product EC4.42
[Path] Learn about the EcoSys™ EC4.42 release, focusing on its enhancements and new features.
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courseEcoSys Standard Product EC4.41 Feature Review
[Course] Users will learn about the EcoSys™ EC4.41 release, focusing on its enhancements and new features.
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courseEcoSys™ Standard Product EC4.32 | Feature Review
[Course] Reviews the EcoSys™ EC4.32 release focusing on its enhancements and new features, including STO enhancements, new modules with companion apps, and Field Reporting enhancements.
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pathEcoSys Standard Product EC4.31 Feature Review
[Path] Discusses the latest features, capability, configuration updates, and UI/UX improvements in the standard product.
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pathEcoSys Standard Product EC4.22 Feature Review
[Path] Teaches users about the latest features, capability, configuration updates, and UI/UX improvements in the standard product.
Workflows
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pathEcoSys Project Setup & Project Structure
[Path] Describes how to create projects in Project Setup, how to create a project structure, and how to create a projects with and without templates.
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pathEcoSys Budgets
[Path] Teaches you how to use the EcoSys flexible and integrated platform for budgeting that helps you produce more accurate baselines, manage and control contingency and manage budget changes.
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pathEcoSys Actuals
[Path] Allows users to explore Actuals in EcoSys, view detailed processes within the Actuals module, and learn best practices for configuring Actuals.
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pathEcoSys Commitments
[Path] Assists users in learning about EcoSys Commitments, an important cost control mechanism you can use to stay within budget, identify potential cost impacts, and define the financial status of the project.
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pathEcoSys Project Changes
[Path] Discusses Project Changes which are any alterations or modifications made to the Budget, Scope, or Forecast. Review creating, updating, time-phasing, submitting, approving, and managing Project Changes.
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courseEcoSys Introduction to Forecast
[Course] This course covers the key concepts of Project Forecasting, including its definition and importance in project management.
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pathEcoSys Earned Value Management
[Path] EcoSys Earned Value Management (EVM) provides real-time visibility, utilizing critical metrics adhering to standards, and accurately predicting project outcomes.
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courseEcoSys Apply Forecast Methods
[Course] Learn 12 forecasting methods through practical video demos that includes instructions and real-world examples to help execute Forecasts confidently.
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courseEcoSys Introduction to Scheduling
[Course] This course provides a foundational overview of project scheduling and its role in successful project delivery.
Administration
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courseEcoSys System Architecture
[Course] Discusses the three-tier architecture of EcoSys, the structures of each tier the power of the EcoSys Engine, and the components of the EcoSys Engine.
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pathEcoSys Enterprise Data
[Path] Identifies the major EcoSys Enterprise Data Elements and dives into the details of each data element to review the creation, management, migration, and reviewing of all enterprise data (including Organizations, Cost Objects, Tasks, et cetera).
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pathEcoSys Migration Management
[Path] Teaches administrators how to utilize the Migration Utility in EcoSys, including creating and assigning Configuration Element Tags, and the migration screen and steps required to migrate from one EcoSys instance to another.
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pathEcoSys Security
[Path] Analyzes the application of EcoSys Security, including discussing the Users and Security menu, identifying the EcoSys Security elements, and detailing user configuration and user authentication.
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courseEcoSys Currency and Rates
[Path] Explores the Currency and Rates menu, including EcoSys Currencies, Maintain Exchange Rate Tables, Maintain Unit Rate Tables, and the use of Recalculate Transaction Cost.
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pathEcoSys Core Admin
[Path] Explore the Core Admin menu to locate Enterprise Defaults, determine Version impact, manage email workflows, navigate Resource Admin, define Risk Templates, and manage transactions.
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pathEcoSys Resource Admin
[Path] Navigates the Resource Admin screens within the Core Admin menu, including adding and maintaining Resources, identifying Resource Managers, allocating Resources, assigning Admin Projects, and managing Calendars.
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pathEcoSys Projects Admin
[Path] Discusses the Projects Admin menu, including the Admin Dashboard, Workflow Admin, Calendars and Baselines, the Projects Admin spreadsheets, Enterprise Defaults, Visual Workflow Admin, Progress Templates, and Project Templates.
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pathEcoSys Project Template Setup
[Path] Navigates Project Templates, including creation, maintaining template details, establishing a template structure, creating a template from an existing project, and utilizing Schedule Templates and Weighted Steps Templates.
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pathEcoSys Portfolios Admin
[Path] Reviews the Portfolios Admin menu, including Stage Gate Admin, Workflow Admin, Enterprise Defaults, Opportunity Template Setup and Structure, Portfolio Tasks, Funding Tasks, and Working Forecast Transactions.
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pathEcoSys Estimates Admin
[Path] Discusses the use of the Tasks and Working Forecast Transactions screens, Enterprise Libraries, and Estimates Template screens.
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courseEcoSys Estimates Admin Enterprise Libraries
[Path] Equips learners with a foundational and practical understanding of the structure and purpose of Enterprise Libraries to support standardized estimating practices across projects.
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pathEcoSys Contracts Admin
[Path] Discusses navigating the Contracts Admin menu, including the Enterprise Defaults, Contract Organization, Tasks, and Working Forecast Transactions screens.
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pathEcoSys Admin & Customer Business Process Tools
[Path] Outlines a framework to train users in managing EcoSys admin and customer business processes, with plans for external rollout.
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pathEcoSys Application Settings & System Utilities
[Path] Introduces you to essential EcoSys™ administrative tools, focusing on Reorganization, System Utilities, and Application Settings.
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pathEcoSys Advanced Migration Management
[Path] Designed for experienced EcoSys administrators and configurators who manage complex configuration migrations across environments.
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pathEcoSys System Status & Logs
[Path] provides a comprehensive understanding of the System Status & Logs menu, equipping learners with the skills to monitor system health, analyze logs, & maintain operational continuity.
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pathEcoSys System Information
[SubPath] The System Information learning path provides a concise foundation for monitoring system health and performance.
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courseEcoSys Introduction to Integration
[Course] This course introduces the Integration Menu and the core components that enable administrators to configure, manage, and monitor integrations
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courseEcoSys Manual file imports
[Course] In this course, you’ll learn how to prepare, structure, and import data into the system using the manual file import process.
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courseEcoSys Introduction to Spreadsheets & Navigation
[Course] Introduces key Spreadsheet components, including the header, parameter bar, main grid, toolbar actions, and import/export options.
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pathEcoSys | .ecm migration
[Path] Provides a comprehensive view of the .ecm migration process—from foundational concepts through preparation and implementation.
Configuration
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pathIntro to EcoSys Config Instructor Led Recording (TECO2000)
[Path] Provides a recording of a live TECO2000 class, including topics such as system architecture, enterprise data elements, security, configuration methodology, and the configuration of EcoSys data tools.
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pathAdv EcoSys Report & Chart Config Instructor Led Recording (TECO2100)
[Path] Provides a recording of a live TECO2100 class, including topics such as data presentation, advanced formatting, template creation and use, end-user access, Sub Reports, Dashboards, and more.
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courseEcoSys System Architecture
[Course] Discusses the three-tier architecture of EcoSys, the structures of each tier the power of the EcoSys Engine, and the components of the EcoSys Engine.
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pathEcoSys Enterprise Data
[Path] Identifies the major EcoSys Enterprise Data Elements and dives into the details of each data element to review the creation, management, migration, and reviewing of all enterprise data (including Organizations, Cost Objects, Tasks, et cetera).
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pathEcoSys Security
[Path] Analyzes the application of EcoSys Security, including discussing the Users and Security menu, identifying the EcoSys Security elements, and detailing user configuration and user authentication.
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courseEcoSys Currency and Rates
[Path] Explores the Currency and Rates menu, including EcoSys Currencies, Maintain Exchange Rate Tables, Maintain Unit Rate Tables, and the use of Recalculate Transaction Cost.
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courseEcoSys Worklogs
[Course] Reviews the EcoSys™ Worklogs module, including navigation, Worklog creation, and updating, editing, and viewing Worklogs.
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pathEcoSys™ | Model Context Protocol (MCP)
[Path] Introduction to the powerful capabilities of Model Context Protocol (MCP) Tools within EcoSys™ 9.4.02. EcoSys Generative AI Chat is powered by our configurable MCP capabilities which invoke Agentic Workflows.
EcoSys Mobile
EcoSys Connect
EcoSys Assure