Import Weighted Milestone - EcoSys - 3.02 - Help - Hexagon PPM

EcoSys Contracts Help (3.02)

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EcoSys Standard Version
3.02

Import Weighted Milestones allows you to create or update individual milestone line items.

If a column is present within the import spreadsheet but not present in the import file, the import spreadsheet will register this as blank values for each row. Upon save, these blank values will replace any value present for that row. Therefore, it is recommended that columns in import spreadsheet be limited to values present in the import file. This can be accomplished through the use of View Settings, with the exception of required fields.

This procedure allows you to import new or update Weighted Milestone line items.

  1. From the Sheet menu, select Import.

  2. In the Import Spreadsheet dialog box, click Browse to identify and Select your file.

  3. Select the desired Format, matching your selected file.

  4. Select the Import rule for Incoming Records of Create New/Update Existing.

  5. Select Preview data before saving to allow the user to validate records prior to save.

  6. Click OK to import the file.

  7. Review the data on screen to verify that it matches the import file.

    If rows are missing or field values are blank, do not proceed. Click REFRESH on the spreadsheet to purge the data, revisit the import file to correct errors and repeat the above procedure.

  8. Click Save button to store the changes.

  • You can customize the view of the Import Weighted Milestones panel from the view settings.

  • Line Items imports require the use of Path IDs for all hierarchical data sets. This includes WBS Path IDs.