Import Staging Line Items - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

PPMProduct
EcoSys
PPMCategory_custom
Help
Version_EcoSysStand
3.01

In the same screen where the Actual Start Dates and Actual End Dates are imported, this procedure allows you to import the staging line items in the Import Staging Actuals Line Items panel.

  1. Navigate to Progress > Actuals.

  2. Click the Import tab.

  3. In the Import Staging Actual 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 the Refresh button 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 Staging Actual Line Items panel from the view settings.