Compare Workspace Import/Export and Workspace Copy

There are two main ways to create a workspace based off of data from another workspace. You can utilize the import or export of configuration data or directly copy data from one workspace to a new workspace. There are some key differences in the workspace data impacted by each option, and those differences are shown in the Workspace Data Impacts Table.

Workspace Configuration Import/Export

The import and export Primavera Cloud configuration data feature enables application administrators to copy a configuration set from one workspace to another. You can select to export all data, or you can create a custom data set. If you want to export and import workspaces, you must select all data. Customized data sets can only be imported in existing workspaces.

Workspace Copy

When creating a new workspace, the workspace copy feature enables you to create a new workspace with data from an existing workspace.

Workspace Data Impacts Table

Workspace Data

Import/Export Workspace Configuration

Create Workspace from another Workspace - Copy

Analysis Views

Yes

Yes

Calendars/Holiday Lists

Yes

Yes

CBS

No

No

Codes

Yes

Yes

Configured Fields

Yes (Excluding the fields listed in the note below)

Yes (Excluding the fields listed in the note below)

Companies

No

No

Cost Categories

Yes

No

Currencies

Yes

Yes

Curve Profiles

Yes

Yes

Custom Form Mappings

Yes

No

Custom Log Types

Yes

No

Custom Workflow Mappings

Yes

No

Dashboards & Charts

Yes

Yes

Evaluation Categories

Yes

No

Evaluation Matrix

Yes

No

Forms

Yes

No

Folder Templates

Partial Structure

Yes

Locations

Yes

Yes

Notebook Topics

No

No

Measures

Yes

Yes

Permission Sets

Yes (Excluding Custom Logs)

No

Portfolios

Yes

No

Programs

No

No

Projects

No

No

Print Layouts

Yes

No

Reasons

Yes

No

Reporting Cycles

No

Yes

Workspace Reports and Report Layouts

Yes

No

Resources

No

No

Restricted Configured Fields

Yes (Excluding the fields listed in the note below)

Yes (Excluding the fields listed in the note below)

Risk Matrix Templates

Yes

Yes

Risk Threshold Templates

Yes

Yes

Roles

No

No

Rules of Credit

Yes

Yes

Strategies

Yes

No

Strategy Types

Yes

No

Units of Measure

Yes

Yes

User Groups

Yes

No

Views and Layouts

  • Activities
  • Portfolios
  • Portfolio Summary Scorecard
  • Projects
  • Strategy Summary Scorecard
  • Submittals
  • Tasks

No

Workflow Configuration and Design

Yes

No

Workspace Auto-number Settings

Yes

Yes

Workspace Field Labels

Yes

Yes

Workspace Field Mapping Set

Yes

Yes

Workspace Hierarchy (child workspaces)

No

No

Workspace ID and Name

No

Yes

Workspace Security Assignments

Yes

No

Workspace Settings

Yes

Yes

Note: