Data Selection and Entry - EcoSys - 4.01 - Help - Hexagon PPM

EcoSys Portfolios Help (4.01)

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English
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EcoSys
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Help
EcoSys Standard Version
4.01

Users will update data in the spreadsheets per the rules that have been set up for different rows and columns. Regardless of these intended restrictions, the users still have many capabilities and options for using filters, adding or inserting rows, using fill downs, copying and pasting to make the necessary updates to their data. One of the most powerful tools is the ability to generate a report directly from the data displayed in the screen, which can be used in meetings, presentations, or saved as a record of financial information to be analyzed later. All of the above spreadsheet capabilities make updating financial data more efficient, productive and simple for not only the user, but the entire department or company that benefits from the output.

If more than one transaction makes up the row of data displayed in a summary transaction spreadsheet row (indicated by a red triangle in the corner of the cell), editing this data will impact all the transactions found in that group. The transactions will be erased, and one new transaction will be created. The new transaction will inherit all the summarized attributes and the changed values upon saving. If only one transaction makes up the row of data, a red triangle will not be displayed in the spreadsheet cells. The transaction will be replaced with a new transaction upon saving.

If the range of data available for entry must be regulated in order to drive proper system functionality, the user must select data from a drop-down box. To make the drop-down box appear in EcoSys, move the cursor to the right of the field. An ellipsis () will appear. To display the list of values, click on the ellipsis.

Type-ahead data-entry is available for columns that have a look up with a list of items. Editable type-ahead cells will display a limited list of matching values and as you type more characters, the list will be filtered appropriately. The down arrow keys can be used to select a list item as well.

Type-ahead cells will accept any data input however, if the value is not one that was selected from the drop-down list, the value may not be saved. Hierarchy path columns will match each segment of the path as you type.

  1. Shift + arrow keys select a range of cells. Hold down the ‘Shift’ key and then use the 4 arrow keys to expand the selection.

  2. Shift + mouse click - Ranges of cells can be selected by holding the ‘Shift’ key and then clicking another cell. The range of cells between the current selection and the click point will be selected.

Path ID should always be selected by clicking on an ellipsis. It should never be manually entered.

Dates may be chosen using a pop-up calendar. In any field requiring date data entry, simply double-click on the date field and the calendar pop-up box will appear. Click on the month displayed in the header to display a list of months. Click on the year displayed in the header to display a list of years.