Import Time-Phasing Settings - 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 project budget dates and time-phasing methods from an external Excel or tab-delimited file.

  1. Click the Import tab.

  2. In the Import Time-Phase Settings panel, 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 REFRESH to discard the data and repeat the above procedure to import the file again.

  8. Click SAVE.

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