Import Template Structure - EcoSys - 4.42 - Administration & Configuration - Hexagon

EcoSys TAR Administration

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en-US
Product
EcoSys
Subproduct
Standard Product
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Administration & Configuration
EcoSys Standard Version
4.42

This procedure allows you to import a project structure using an Excel or Tab-delimited file.

  1. Go to TAR > TAR Admin > TAR Templates.

  2. Select the Structure tab.

  3. Select the Template ellipsis and choose the required template from the list.

  4. Select the Import tab.

  5. Select the Import Spreadsheet Data from a file icon.

  6. Select 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. Select OK to import the file.

    Verify the data on the screen. If there are any missing or blank fields, select the Refresh button to discard the data and repeat the above procedure to import the file again.

  11. Select SAVE.