Follow the steps below to export a project to an XER file that can be imported by other P6 Professional or P6 EPPM users.
- Open the projects you want to export.
- Choose File, Export.
- Choose Primavera PM - (XER).
- Select the appropriate version from the pull-down menu. Click Next.
- Choose Project.
- Click Next.
- Mark the Export checkbox for all projects you want to export.
- Type the name of the export file and the location where the file will be saved.
- Click Finish.
- Click Close.
Tips
- If you want to make backup copies of a project, export the project as an XER file (the Oracle proprietary format) then store the export file.
- When connected to a P6 Professional database: You can set up a job service to export your projects at a specified time.
- You can export or import projects as a service through the command line.
Notes
- If you export multiple projects in a single XER file, the interproject relationships between activities in the projects are preserved.
- You can also export a project to an XER file and automatically email the file to another P6 Professional user. Choose File, Send Project.
- When you export a project containing financial period performance data, only financial periods containing values for that project are exported. The module will not export all financial periods in the Financial Period dictionary.
- If you are exporting a project that you previously imported; and, that project contains relationships to external projects that do not exist in your database; and, you scheduled the project; be sure that you scheduled the project with the Ignore Relationships To and From Other Projects option selected (in the Schedule Options dialog box). If you select this option when scheduling the project, the module will preserve the external activity dates.
- When connected to a P6 EPPM database: No risk data is exported when using XER format. Risk Categories are part of global data and are exported when using XER format.