- In the email containing the XER project, double-click the attached XER file.
The module opens automatically (if not already open) and launches the Import wizard. The file name is automatically populated in the wizard.
- In the Import Wizard, click Next.
- Double click the Import Action field to select how the project data is imported, then specify where to import the project in the Import To field.
- Choose the data to import by modifying the layout configuration in the Update Project Options dialog box (if necessary).
In the Modify Import Configuration dialog box, select the data you want to modify. Select the action to perform during the import process. Mark the Delete checkbox to remove unreferenced data (data in the project you are updating but is not included in the import file) from the project. (The Delete field applies only to activities, activity relationships, and activity resource assignments. Global data types are not affected by this setting.) Click OK.
- Select the currency in which to import cost fields. (This dialog box only displays if the import file does not specify a currency, or if the currency does not match a currency defined in the application.)
- Click Finish.
- Click Close.