Import roles from an XER file
- Choose File, Import.
- Choose Primavera PM - (XER). Click Next.
- Choose Role Only. Click Next.
- Select the export file you want to import.
- Select how you want the role information imported by modifying the layout configuration selected in the Update Role 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 relationships to external projects, thresholds, 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 P6 Professional when P6 Professional is connected to a P6 Professional database and using P6 when connected to a P6 EPPM database.)
- Click Finish.
- Click Close.
Notes
- You can import an XER file from a compressed file in .zip format if the zip file contains only a single XER file.