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Import/Export Projects Page

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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:

I want to

What options are available?

Import projects using Primavera XML format

  1. From the P6 menu bar, click the projects menu itemarrow icon drop-down arrow.
  2. Select Import/Export Project.

  3. Note: The Import tab is selected by default.

  4. In the Import Type field, select Primavera XML.
  5. In the Import File field, click browse button and select the project file to import.
  6. In the Select Import Action field, import a new project or update an existing project.
  7. Click Advanced to choose Global or Project data types to import.
  8. Click Import.

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Export projects using Primavera XML format

  1. From the P6 menu bar, click the projects menu itemarrow icon drop-down arrow.
  2. Select Import/Export Project. Select the Export tab.
  3. In the Export Type field, select Primavera XML.
  4. In the Export Project field, click and select the project to export to a Primavera format .xml file.
  5. Click Export.

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To import a new project:
  1. Select Create New Project.
  2. In the Select EPS field, click .
  3. In the Select EPS dialog box, choose the EPS under which the new project will be created.

  4. Note: In the Select EPS dialog box, you can locate the EPS to choose by:

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To update an existing project:
  1. Select Update Existing Project.
  2. In the Select Project field, click .
  3. 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

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To choose Global or Project data types to import
  1. Click Advanced to display available types of data to import.
  2. 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:
In the Project Data table:

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View the status of a project import

  1. From the P6 menu bar, click the projects menu itemarrow icon drop-down arrow.
  2. Select Import/Export Project.
  3. 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.

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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 Browse and select a Primavera XML or Microsoft Project XML file to import.
Microsoft Project Template
Click the arrow arrowof the Customize customizearrowmenu. 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 select an EPS and choose the EPS in which to create the new project.
Update Existing Project
Select Project Click select an EPS and choose the project to update with imported data.

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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 arrowof the Customize customizearrowmenu. Choose to add a new template or to modify or delete a template.
Select Export Action:
Export Project
Click select an EPS and choose the project to export.

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Status tab

Refresh - Refresh icon
Refreshes the Status tab.
View Log File- View Log icon
Displays the log file that contains details about the import or export for analysis.
Delete Selected Template - 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.

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