Import Forecast Detail Line Items - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

Language
English (United States)
Product
EcoSys
Search by Category
Help
EcoSys Standard Version
3.01

This procedure allows you to import the line items for cost control objects with Time-Phase Forecast or Manual Details forecast method from an Excel or tab-delimited file.

  • Forecast line items should be imported only for cost control objects whose Cost Control Level has been set to Yes.

  • Forecast line items should never be imported after a budget has been time-phased.

  1. Navigate to Forecasts > Forecast.

  2. Click the Import tab.

  3. In the Import Forecast Line Items panel, 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.

  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.

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

    • You can customize the view of the Import Forecast Line Items panel from the view settings.