Where can I do this?
In the Projects toolbar, clicking the Projects > Import/Export Project opens the Import/Export project page.
I want to
- import projects from Microsoft Project
- save your selections
- modify an import template
- delete an import template
Read these tips before you start
- Importing from Microsoft Project to Web Access, you are required to use an import file and an import template. You can create or select and customize an import template in the Modify Templates dialog box.
- Templates are used for importing/exporting project data with Microsoft Project. Clicking the arrow
of the Customize menu
provides options to add a new template
, modify a selected template
, or delete a template
.
- Newly created templates, changes to templates, and deletions of templates can be viewed in P6 Project Management and Web Access.
Note: If your P6 administrator has configured your user account with security privileges for editing import templates, you can add, modify, or delete templates. If you have not been assigned the appropriate privileges, you can view import templates. For information about your security privileges, see your P6 administrator.
Import projects from Microsoft Project
- From the P6 menu bar, click the
arrow icon
.
- Select Import/Export Project.
- In the Import Type field, select Microsoft Project XML.
- In the Import File field, click
and select the project file to import.
- In the Microsoft Project Template field, select the template.
- In the Select Import Action field, select Import New.
- Click Import.
Note: The Import tab is selected by default.
Save your selections
After you have selected or modified options for the import template, click Save to save your selections.
The Modify Template dialog box closes automatically.
Modify an import template
- In the Microsoft Project Template field of the Import/Export dialog box, select the name of the template to modify.
- Click Customize
to modify the selected template.
- In each tab of the Modify Template dialog box, previous selections are displayed.
- Change any of the selections and save the template under a new name.
- If you have finished selecting import template options, save your selections, otherwise, continue making selections in the tabs of the Modify Template dialog box.
Delete an import template
- In the Microsoft Project Template field, select the name of the template you want to delete.
- Click the arrow
of the Customize
menu and select Delete
.