Import Weighted Rules from Spreadsheet - EcoSys - 2.04 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (2.04)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
2.04

This procedure allows you to import the enterprise-level weighted rules (ROC sets and its steps) from a spreadsheet.

  1. Navigate to Admin > Projects Admin > Progress Templates.

  2. Click the Package ROC Templates - Projects tab.

  3. Click the Import tab.

  4. Click the Project ellipsis and select the project to which you want to import the rules of credit sets and their associated rules of credit steps.

    By default, the last selected project appears in the Project ellipsis. To change the project, click the Project ellipsis and select the required project.

  5. Click IMPORT.

  6. Click Choose File to select the required file.

  7. Select the required Format as per the selected file. The available values are listed below:

    • Excel

    • Tab-delimited

  8. From Import Rule for Incoming Records, select the Create New / Update Existing option.

  9. Select the Preview data before saving check box to validate the data before importing.

  10. Click OK to import the file.

    Verify the data on the screen, if there are any missing or blank fields, click REFRESH to discard the data and repeat the above procedure to import the file again.

  11. Click SAVE.

    Only the data from the first tab of the MS Excel spreadsheet is imported into the import spreadsheet.