Import Forecast Detail Line Items - EcoSys - 4.02 - Help - Hexagon PPM

EcoSys Projects Help (4.02)

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EcoSys Standard Version
4.02

This procedure allows you to import the line items for cost control objects with Time-Phase Forecast or Manual Details forecast method from an Excel or tab-delimited file.

  • Forecast line items should be imported only for cost control objects whose Cost Control Level has been set to Yes.

  • Forecast line items should never be imported after a budget has been time-phased.

  1. Navigate to Forecasts > Forecast.

  2. Click the Import tab.

  3. Navigate to Sheet icon > Import.

  4. Click Choose File and 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 Preview data before saving to validate the data before importing.

  8. 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.