You can import projects and baselines using P6 Professional's native Primavera XER format and create or update a project.
Note: Avoid using the pipe character ( | ), or brackets ( < or > ) in the Project Name.
To import projects using Primavera XER format:
- Click Projects.
- On the Projects navigation bar, click EPS.
- On the EPS page:
- Click the Actions
menu and select Import/Export Projects. - In the Import/Export Project dialog box, click the Import tab.
- On the Import tab:
- In the Import Type list, select Primavera XER.
- In the File field, click Browse.
- In the File Upload dialog box, select a file and click Open.
- On the Import tab:
- Select a Template to use.
Note: If you need to create a template or modify an existing template, click Manage Templates.
- Select an option for Import Action.
If you selected Create New, click Select in the Import To field and select the EPS where you want to import the XER file.
If you selected Update Existing, click Select in the Import To field and select the project where you want to import the XER file.
- Select which Baselines to import.
Note: If you select to import with update existing and you select to import baselines, matching baselines will be updated with the data from the XER file according to the options in the selected template.
- Select a Template to use.
- Click Import.
- Click the Actions
Tips
- Risks in P6 Professional are stored in the ProjRisk table. ProjRisks are included in the XER file format and are imported from XER files into P6 EPPM, however ProjRisks are not visible in P6. If you need to import and export risk information, Oracle recommends you use XML format.
- You can see the status of the import in the View Service Status dialog box.
- You can import multiple projects as one file using Primavera XER format.
- You can update baseline when you import a project and its baselines from an XER file. When you select the Update Existing import action at the project level, matching baselines you import will be updated from the import file. Baselines you choose to import but which do not have a match in your database against the project you selected to update will be added to the project.
- The Activity Owner field shows the P6 EPPM user who owns the activity. If a Primavera XER file that includes the Activity Owner field is imported into a database, the Activity Owner data is imported only if the user already exists in the database.
- Stored performance data can be imported as long as the start and finish dates of periods match between the import file and the financial period calendar assigned to the project for all financial periods with data stored at the activity or assignment level.
- If the XER file was generated from a version earlier than release 20.4, when it is imported into release 20.4 or later rates for roles will be the same for all effective dates. If an XER file generated from release 20.4 or later is imported into a database with a version of 20.3 or earlier, only the rates which were effective at the time of export will be imported.