Resource Tab of the Modify Template Dialog Box of the Import/Export Project Dialog Box

Overview

Use this tab to configure resource information associated with the template.

Screen Elements

Choose the Microsoft Project field to import as the Resource ID options

Determines whether to import Microsoft Project Resource name or Resource Initials as the P6 Resource ID.

If a resource already exists options

Determines the action to be taken:

  • Keep existing resource: Retains the resource in the existing project and does not overwrite it with the resource from the import file.
  • Update existing resource: Overwrites the resource in the existing project with the resource from the import file.
  • Add a new resource: Retains the resource in the existing project and adds a new resource for the resource in the import file. The system creates a Resource ID for the new resource by appending a hyphen followed by a sequential number to the Resource ID when it is imported.

Add a new resource if a resource does not exist option

Determines whether to add resources and their assignments from the import file to the existing project.

This option only affects resources that do not currently exist in P6.

Import under resource field

The name of the resource under which to place Microsoft Project resources that do not yet exist in P6.

All Resource Access is required to import Microsoft Project XML.

Tips

The Import or Export Type must be set as Microsoft Project XML (2007) to enable the options icons.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" EPS.
  3. On the EPS page, click the Actions menu and select Import/Export "" XML Project Import/Export.
  4. In the Import/Export Project dialog box, click the Import or Export tab.
  5. On the Import or Export tab:
    1. Select Microsoft Project XML (2007) from the Import or Export Type list.
    2. Click """"MSP Export Template Options or """"MSP Import Template Options.
  6. In the Modify Template dialog box, click the Resource tab.

Related Topics

Configuring Microsoft Project Templates


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