Import Resources - EcoSys - 4.01 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (4.01)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
4.01

This procedure allows you to import the resources from an external file. This file can be a tab delimited text file or an MS Excel spreadsheet.

  1. Navigate to Enterprise Data > Maintain Resources.

  2. Click the Import tab.

  3. Navigate to Sheet > Import.

  4. Click Choose File to select the required file.

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

    • Excel

    • Tab-delimited

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

    This option makes sure if the Internal ID of the new resource details records matches the internal ID of the existing records, then values of the existing records get updated.

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

  8. 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.

  9. Click the Save icon.

    You can customize the view of the Import panel from the view settings.