Import Project Object Template - EcoSys - 4.11 - Administration & Configuration - Hexagon

EcoSys Core and Projects Administration (4.11)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
4.11

This procedure allows you to import a project object template using an excel or tab-delimited file.

  1. Navigate to Admin > Projects Admin > Project Template Setup.

  2. Click the Project Template tab.

  3. In the Template Register panel, click the project Template ID hyperlink for which you want to update template structure.

  4. Click the Import tab.

  5. Navigate to Sheet Import. The Import Spreadsheet dialog box appears.

  6. Click 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. 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.

  11. Click SAVE.