Import Change Line Items - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Portfolios Help (3.01)

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English
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EcoSys
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EcoSys Standard Version
3.01

This procedure allows you to add or import change line items for a portfolio change from an external file. This file to be imported can be a tab delimited text file or an MS Excel spreadsheet.

Follow the procedure below to import change items from an external file.

  1. Navigate to Portfolios > Changes.

  2. Click the Import tab.

  3. 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.

    On selecting this option, the system makes sure if the Internal ID of the new risk records matches the internal ID of an existing records, then values on the existing records get updated.

  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.

    • Path ID and Description are the mandatory fields.

    • You can customize the view of the Import panel from the view settings.