Import Rates - EcoSys - 4.01 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (4.01)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
4.01

This procedure allows you to import the rates for a selected unit rate tables from an external file. This file can be a tab delimited text file or an MS Excel spreadsheet.

  1. Click the Import tab.

  2. At the top of the screen, in the green parameter bar, click the Unit Rate Tables ellipsis to select the required unit rate table.

  3. Click IMPORT to import the rates.

  4. Click Choose File 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 OK to import the file.

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

  9. Click SAVE.