Import Exchange Rates - EcoSys - 2.03 - Administration & Configuration - Hexagon PPM

EcoSys Help - Core and Projects Administration (2.03)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
2.03

This procedure allows you to upload the exchange rates.

  1. Navigate to Admin > Core Admin > Currency and Rates > Maintain Exchange Rate Tables.

  2. Click the Import tab.

  3. In the Import Exchange Rates panel, navigate to Sheet > Import. The Import Spreadsheet dialog box appears.

  4. Click the Choose File button 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 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.

  9. Click the Save button.

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