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

EcoSys Projects Help (3.01)

PPMProduct
EcoSys
PPMCategory_custom
Help
Version_EcoSysStand
3.01

This procedure allows you to import change detail objects from an external file.

SHARED Tip Change line items should be imported only for objects whose Cost Control Level has been set to Yes and changes with an Open status.

Change line items should never be imported after a change has been time-phased.

  1. Navigate to Changes > Changes.

  2. Click the Import tab.

  3. In the Import Change Line Items panel, click IMPORT, or 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.