Import Project Structure - 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 a project structure using an Excel or tab-delimited file.

  1. Navigate to Projects > Project Structure.

  2. At the top of the screen, in the green parameter bar, click the Project ellipsis to view the required project structure.

  3. Click Refresh for screen update.

  4. Click the Import tab.

  5. Navigate to Sheet > Import. The Import Spreadsheet dialog box appears.

  6. Click the Choose File button to select the required file.

  7. Select the required Format as per the selected file. The available values are listed below:

    • Excel

    • Tab-delimited

  8. From Import Rule for Incoming Records, select the Create New / Update Existing option.

  9. Select the Preview data before saving check box to validate the data before importing.

  10. Click the OK button 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.

  11. Click the Save button.