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

EcoSys Projects Help (3.01)

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EcoSys Standard Version

This procedure allows you to establish the budget dates and curves. Also, you can import the budget details from the Import Line Items panel.

Line items should never be imported after a budget has been time-phased.

SHARED Tip Budget line items should be imported only for objects whose Cost Control Level is set to Yes.

  1. Click the Import tab.

  2. In the Import Time-Phase Settings panel, update the following:

    1. Select the Start Date.

    2. Select the End Date.

    3. Click the Time-Phasing Method ID ellipsis to select the required time-phasing curve.

    4. Click the Save icon.

  3. 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.