Import/Export Configuration Data Overview

The import and export Primavera Cloud configuration data feature enables you 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. You should create your ideal environment in test before moving to production. If you want to export and import workspaces, you must select all data. Customized data sets can only be imported in existing workspaces.

Note: You need to be an application administrator to export or import configuration data.

You can export and import the following items:

Analysis Views
Calendars
Charts
Codes
Configured Fields
Cost Categories
Curve Profile
Currencies
Custom Form Mapping
Custom Logs
Custom Log Types
Custom Workflow Mapping
Dashboards
Evaluation Matrix
Field Labels
Field Mapping Sets
Folder Templates
Forms
Holiday Lists
Locations
Measures
Named Views
- Activity
- Portfolio
- Portfolio Summary Scorecard
- Project
- Risk
- Strategy Summary Scorecard
- Submittal
- Task
Permissions
- Files
- Ideas
- Portfolios
- Programs
- Projects
- Reports
- Workspaces
Portfolios
Print Layouts
Programs
Reasons
Report Layouts
Reports
Restricted Configured Fields
Risk Matrix Templates
Risk Threshold Templates
Rules of Credit
Strategies
Strategy Types
Units of Measure
User Groups
Workflow Configuration
Workflow Design
Workspace Auto-Numbering Settings
Workspace Security
Workspace Settings

Notes

Customized data options do not support the import or export of workspaces or CBSs.
Any risk matrixes with risk thresholds from other workspaces will not be exported.
If you export and then import a workflow configuration that is associated with a non-current workflow design, you may not be able to track changes between designs. To prevent unexpected behavior, update any configurations that are flagged as being associated with non-current designs before exporting data.
Users without Edit permissions for restricted configured fields will receive an error message when attempting to import/export a program.
When projects are imported, any restricted or non-restricted configured fields that correspond to existing configured fields will maintain their status.