Import Actual Start and End Dates - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

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EcoSys
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EcoSys Standard Version
3.01

This procedure allows you to import actual start and end dates from an excel or tab-delimited file.

  1. Navigate to Progress > Actuals.

  2. Click the Import tab.

  3. In the Import Actual Dates 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.

  10. Click the Actuals tab to view the updated actual dates in the Actuals Summary panel.

    SHARED Tip The following Actuals Guide sections may be reviewed above in the Course Exercise: Actual Costs and Estimated Actual Costs.