Import Material Library - EcoSys - 4.03 - Administration & Configuration - Hexagon

EcoSys Core and Projects Administration (4.03)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
4.03

This procedure allows you to import material library along with the assigned crews from an external file.

  1. Navigate to Admin > Estimates Admin > Enterprise Libraries > Unit Rate Library.

  2. Click the Import tab.

  3. Click the Import button. The Import Spreadsheet dialog box appears.

  4. Click the Choose File button 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.

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

  8. Click the OK button to import the file.

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

  9. Click SAVE.