Import Schedule WBS Activity Structure - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

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English (United States)
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EcoSys
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EcoSys Standard Version
3.01

This procedure allows you to import schedule WBS Activity structure from an external file.

  1. Click the Structure tab and then Import tab.

  2. Navigate to Sheet > Import.

  3. Click Choose File to select the required file.

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

    • Excel

    • Tab-delimited

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

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

  7. Click OK to import the file.

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

  8. Click the Save icon.

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