Import Commitment Header - EcoSys - 4.03 - Help - Hexagon

EcoSys Projects Help (4.03)

Language
English
Product
EcoSys
Subproduct
Project
Search by Category
Help
EcoSys Standard Version
4.03

This procedure allows you to import commitment headers from an Excel or tab-delimited file.

  1. Navigate to Budgets > Commitments.

  2. In the Project Navigation Register panel, do the following:

    1. (Optional) In the toolbar, click the Project Controller ellipsis to select the project controller.

      All the projects that are controlled by the selected project controller are displayed.

    2. (Optional) In the toolbar, click the Project Manager ellipsis to select the project manager of the project.

    3. (Optional) In the toolbar, click the Portfolio ellipsis to select the portfolio to which the project belongs to.

    4. Select the required project row to view and edit its project details.

      The project details are displayed on the right-hand side.

      (Or)

      On the right-hand side, at the top of the screen, in the toolbar, click the Project ellipsis to select the required project.

  3. If required, click the Refresh icon to update the screen.

  4. Click the Import tab.

  5. Navigate to Sheet icon > Import.

  6. Click Choose File and 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 Preview data before saving to validate the data before importing.

  10. Click OK to import the file and then click SAVE.

    • Verify the data on the screen, if there are any missing or blank fields, click the Refresh icon to discard the data and repeat the above procedure to import the file again.

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