All project data is stored in a central database. You can import and export information to and from this database using external files and then share this information with other P6 Project Management users, Oracle Primavera Contractor users, other project management tools (such as Microsoft® Project 2007 and Microsoft® Excel®), and your organization's human resource and accounting systems. You can also use external files to archive your projects or create a backup of your database.
You can import and export between P6 Project Management and other applications using the following file formats:
- Oracle Primavera's Project Management module XML format, which enables you to share project information between Project Management databases
- Microsoft Project XML format enables you to share information with Microsoft Project 2007
I want to
- import projects using Primavera XML format
- export projects using Primavera XML format
- import project data from Microsoft Project
- export project data to Microsoft Project
- view the status of an import or export
What options are available?
Import projects using Primavera XML format
-
From the P6 menu bar, click the
arrow icon
.
- Select Import/Export Project.
- In the Import Type field, select Primavera XML.
- In the Import File field, click
and select the project file to import.
- In the Select Import Action field, import a new project or update an existing project. Click Advanced to choose Global or Project data types to import.
-
Click Import.
Note: The Import tab is selected by default.
Export projects using Primavera XML format
- From the P6 menu bar, click the
arrow icon
.
- Select Import/Export Project. Select the Export tab.
- In the Export Type field, select Primavera XML.
- In the Export Project field, click
and select the project to export to a Primavera format .xml file.
- Click Export.
To import a new project:
- Select Create New Project.
- In the Select EPS field, click
.
- In the Select EPS dialog box, choose the EPS under which the new project will be created.
- searching by EPS Name
- expanding the EPS tree
Note: In the Select EPS dialog box, you can locate the EPS to choose by:
To update an existing project:
- Select Update Existing Project.
- In the Select Project field, click
.
- In the Select Project dialog box, choose the project to be updated.
Note: In the Select Project dialog box, you can locate the project to be updated by:- searching by Project Name
- searching by Project ID
- expanding the project tree
To choose Global or Project data types to import
- Click Advanced to display available types of data to import.
- For each of the Global or Project data types, select from the following options:
- Insert New - Retains data in the existing project and adds any new data items. For example, if a new role was added in the XML file, but you do not want to change the existing roles, choose Insert New to add the new role to the existing project.
- Keep Existing - Retains data in the existing project and does not overwrite it with the updated data; adds new data if the record does not exist and you have the appropriate security privileges.
- Update Existing - Overwrites data in the existing project with updated data; adds new data if the record does not exist.
- Do Not Import - Retains data in the existing project and does not import the new or updated data.
Notes:
In the Global Data table:
Options for enterprise-wide data types to import display in the Name column.
Actions to be applied to Global data types are provided in the drop-down menus of the Import Action column.
The default option, Keep Existing is listed for each Global data type.
In the Project Data table:
Options for project-level data types to import display in the Name column.
Actions to be applied to the Project data types are provided in the drop-down menus of the Import Action and Delete columns.
The default option, Keep Existing is listed for the Project Calendars data type.
The default option, Do Not Import is listed for the Thresholds data type.
The default option, Update Existing is listed for all other data types.
The option to Delete project data is available for Thresholds, Activities and Resource Assignments, Risks, and Activity Relationships. Mark the Delete checkbox next to a data type to remove data that exist in the project you are updating, but are not included in the import file. For example, if several thresholds are defined in the project you are updating, but they are not included in the import file, mark the checkbox in the Delete column to remove the thresholds from the project you are updating
View the status of a project import
- From the P6 menu bar, click the
arrow icon
.
- Select Import/Export Project.
- Select the Status tab, which shows the status of the import:
- Completed
- Running
- Failed
- Pending
Note: The Status tab shows the status of imports only. If an export fails, its status displays as 'Failed.' Otherwise, export status is not displayed. Log files are provided for all current imports and for failed exports.
Import tab
- Import Type
- Select Primavera XML or Microsoft Project XML from the menu. If you select Primavera XML, the Advanced button becomes available. Clicking the Advanced button allows you to determine how data is updated when projects are imported.
- Import File
- Click
Browse and select a Primavera XML or Microsoft Project XML file to import.
- Microsoft Project Template
- Click the arrow
of the Customize
menu. Choose to add a new template or to modify or delete a template.
- Select Import Action:
- Create New Project
- Select to create a new project.
- Select EPS Click
and choose the EPS in which to create the new project.
- Update Existing Project
- Select Project Click
and choose the project to update with imported data.
Export tab
- Export Type
- Select Primavera XML or Microsoft Project XML from the menu.
- Export File
- Click Browse and select the XML export file.
- Microsoft Project Template
- Click the arrow
of the Customize
menu. Choose to add a new template or to modify or delete a template.
- Select Export Action:
- Export Project
- Click
and choose the project to export.
Status tab
- Refresh icon
Refreshes the Status tab. - View Log icon
Displays the log file that contains details about the import or export for analysis. - Delete icon
Deletes the row from the grid. Name Displays filenames that have been scheduled for import. Action Displays the action performed on the file: import or export. Status Displays the status of a current import: complete, running, failed, or pending. Displays a 'failed' status for an export if it fails. Otherwise, export status is not displayed. Submitted Displays the date and time the import was scheduled. Completed Displays the date and time the import was completed.