Import Opportunity Object Template - EcoSys - 4.01 - Administration & Configuration - Hexagon PPM

EcoSys Help - Portfolios and Contracts Administration (4.01)

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Administration & Configuration
EcoSys Standard Version

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

  1. Navigate to Admin > Portfolios Admin > Opportunity Template Structure.

  2. At the top of the screen, in the green parameter bar, click the Template ellipsis to select the required project template.

  3. Click the Import tab.

  4. Navigate to Sheet > Import. The Import Spreadsheet dialog box appears.

  5. Click the Choose File button to select the required file.

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

    • Excel

    • Tab-delimited

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

  8. Select the Preview data before saving check box to validate the data before importing.

  9. 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.

  10. Click the Save button.