Project 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. Select Delete to delete those values in the database that are not contained in the file you are importing.
Screen Elements
Name field
The name of the project, code, EPS node, or portfolio. 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:
- 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.
Delete option
Determines whether to delete the selected item.
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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