Import Weighted Rules from Package ROC Templates - EcoSys - 4.03 - Administration & Configuration - Hexagon

EcoSys Core and Projects Administration (4.03)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
4.03

This procedure allows you to import the enterprise-level weighted rules (ROC sets and its steps) from the Package ROC Templates (library) tab to the projects in Package ROC Templates - Projects tab.

  1. Navigate to Admin > Projects Admin > Progress Templates.

  2. Click the Package ROC Templates - Projects tab.

  3. Click the Templates tab.

  4. Click the Project ellipsis and select the project to which you want to copy the global rules of credit sets and their associated rules of credit steps.

    By default, the last selected project appears in the Project ellipsis. To change the project, click the Project ellipsis and select the required project.

  5. If required, click REFRESH to update the screen.

  6. Click the Actions list and select Import from Global Library.

  7. Click the Copy to Project ellipsis and select the project to which you want to copy the Set.

  8. Click the Set ellipsis and select the set which you want to make project specific.

  9. Click RUN and then OK. The sets are displayed in the ROC Sets - Project panel.

    Once the Sets are copied to a project, they cannot be deleted.

  10. Click the Name hyperlink. The ROC Steps for the selected name appears in the ROC Steps - Projects panel.