Use the Modify Import Configuration dialog box to select the action to take when importing data that exist in both the import file and the project being updated.
Data Type: Lists each element of your project that could be affected by matching data in the import file. There are three types of data— global, project, and activity.
- Global data types include data that are defined at the enterprise level and are available to all projects across the organization. Examples of global data types are resources and roles.
- Project data types include data that are defined at the project level and are available only to that project. Examples of project data types are work products and documents, WBS, and external relationships.
- Activity data types include data that are defined at the activity level and are available only to that activity. Examples of activity data types are activity relationships and resource assignments.
Note: The activity data type is not available when importing XML files; activity-related data is listed under the project data type.
Action: Select the method you want to use when importing each data type according to the following table:
Action | Result if the record exists in the P6 Professional or P6 EPPM database | Result if the record does NOT exist in the P6 Professional or P6 EPPM database | |
Do not Import | The record is not imported. No changes are made to the existing record. | The record is not imported. | |
Insert New | The data associated with the record being imported is copied into a new record and added to the database. No changes are made to the existing record in the P6 Professional or P6 EPPM database. | The record and its associated data are added to the database. | |
Keep Existing | When updating the existing project, no changes are made to either the record or to the data. When adding into the existing project, the data associated with the record being imported is copied into a new record and added to the database. No changes are made to the existing record in the P6 Professional or P6 EPPM database. | When updating or adding into the existing project, the record and its associated data are added to the database. | |
Update Existing | When updating the existing project, any data associated with the record id is updated. When adding into the existing project, the record and its associated data are added to the database. | When updating or adding into the existing project, the record and its associated data are added to the database. | |
Delete: Mark this checkbox next to a data type to remove data that exist in the project you are updating, but are not included in the import file. For example, if several thresholds are defined in the project you are updating, but they are not included in the import file, mark the checkbox in the Delete column to remove the thresholds from the project you are updating.
Notes
- If resource security is enabled, restrictions apply when importing resources or activity resource assignments.
- 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.