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

EcoSys Portfolios Help (4.02)

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English
Product
EcoSys
Subproduct
Portfolio
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EcoSys Standard Version
4.02

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

This procedure 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 Import panel from View Settings.