Import Potential Change Orders - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

Language
English
Product
Intergraph Smart Materials
Subproduct
Classic
Search by Category
Help
Smart Materials/Smart Reference Data Version
2020 (10.0)

Before you import, query all records on SM.40.01 Potential Change Orders.

The file to be imported must have the same format as the export template. The mandatory (green) fields must be filled. The optional (gray) fields do not have to be filled with any data.

If the import file contains data that is not yet defined in Smart Materials (such as PCO status, SC category, or reason code), the software displays a message, allowing you to specify whether you want to continue or not.

On SM.40.01 Potential Change Orders, click Import. On the Upload window, browse to select an Excel workbook, and then click Open to send the request. Click OK on the Import Options window.

The software imports the data. When the operation is complete, you can check the log file for messages.

  • PCOs are imported with or without assigned CORs.

  • PCOs that already exist in Smart Materials are updated with new data.

  • PCOs imported without CORs are updated in Smart Materials if they already exist, without deleting or updating the assigned CORs.

For more information about PCOs, see Potential change orders.