Put resource category data in the template - HxGN Smart Build - Version 5.0 U3 (5.0.3) - Help

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How you add resource categories to the template is up to you. As you work, it is important to use the provided template as-is. That means:

  • Do not add, remove, or rearrange columns

  • Only put the expected data in the columns

  • Enter parent and child items in an hierarchical order

If you do not follow these rules, your data might get corrupted, and you might not be able to recover it.

Add resource categories in hierarchical order.

  1. Add the global category in the Global category column.

  2. Add the child categories in the respective level columns.

    Resource categories

    For example, if you have two levels of categories in Equipment such as Hoisting Machinery and Concrete Machinery, you must add Machinery in Level 1 and then add the sub-categories in level 2.

  3. Enter categories in other columns, as necessary.

  4. Save the file.