Global Data Section of the Import Tab of the Import/Export Project Dialog Box
Overview
Use this section to select an import action when the same data exists in the import file and project being updated.
Screen Elements
Name field
The name of the global or project data element that will be imported. Use in correspondence with the Import Action lists to select an action for each name.
Import Action list
Determines what action to take when importing:
- Insert New: Retains data in the existing methodology and adds any new data items. For example, if a new role was added to the data, but you don’t want to change the existing roles, select Insert New to add the new role to the existing methodology.
- Keep Existing: Retains data in the existing methodology and does not overwrite them with the updated data; adds new data if the record does not exist.
- Update Existing: Overwrites data in the existing methodology with updated data; adds new data if the record does not exist.
- Do Not Import: Retains data in the existing methodology and does not import the updated data.
Getting Here
- Click
Projects. - On the Projects navigation bar, click
EPS. - On the EPS page, click the Actions
menu and select Import/Export XML Project Import/Export. - In the Import/Export Project dialog box, click the Import tab.
- On the Import tab:
- Select Primavera XML from the Import Type list.
- Click Advanced
.
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