Import Risk Data - EcoSys - 4.02 - Help - Hexagon PPM

EcoSys Projects Help (4.02)

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English
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EcoSys
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Project
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EcoSys Standard Version
4.02

This procedure allows you to create risks at Project level as well as at Project detail level, and define their attributes by importing the risk data from an external file. Project level risk items should be imported in the Project Risk Import panel and Project detail level risk items in the Project Risk at Detail Level panel. This file can be a tab delimited text file or an MS Excel spreadsheet.

This procedure also allows you to add new risks as well as update the existing risks.

Follow the procedure below to import new Risk items.

The procedure to import Project level risk items and Project detail level risk items is same.

  1. Click the Import tab.

  2. Navigate to Sheet icon > Import.

  3. Click Choose File and select the required file.

  4. Select the required Format as per the selected file. The available values are listed below:

    • Excel

    • Tab-delimited

  5. From Import Rule for Incoming Records, select the Create New / Update Existing option.

  6. Select Preview data before saving to validate the data before importing.

  7. Click OK to import the file and then click SAVE.

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

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

    • You can customize the view of the Project Risk Import panel and Project Risks at Detail Level from View Settings.