Resource tab - Modify Template dialog box

Import

Choose the Microsoft Project field to import as the Resource ID: Choose whether you want to import the Resource Initials or the Resource Name from Microsoft Project to the Resource ID field in P6 Professional.

If you select Resource Initials/Name, only one resource is imported if multiple resources in Microsoft Project use the same initials/name.

Note:

When P6 Professional is connected to a P6 Professional database, if you select Resource Name, up to the first 20 characters of the name are imported (based on your setting in the Admin Preferences, ID Lengths tab in P6 Professional). When connected to a P6 EPPM database, if you select Resource Name, up to the first 20 characters of the name are imported (based on your setting in the Application Settings in P6). If multiple resources in Microsoft Project use the same characters up to the specified ID Length, only one resource is imported. This behavior is affected by the options you choose under If a resource already exists.  See the note above for additional information.

If resource security is enabled, some restrictions apply when importing resources.

If a resource already exists: Choose the method for importing resources that already exist in P6 Professional.

Keep existing resource - Retains the resource in the existing project and does not overwrite it with the resource from the import file.

Update existing resource - Overwrites the resource in the existing project with the resource from the import file.

Add new resource - Retains the resource in the existing project and adds a new resource for the resource in the import file. The system creates a Resource ID for the new resource by appending a hyphen followed by a sequential number to the Resource ID when it is imported.

If a resource does not exist: Mark Add New Resource if you want to add resources and their assignments from the import file to the existing project. This option only affects resources that do not currently exist in P6 Professional.

Import under resource: Click to select the resource under which to place all resources from the import file that do not currently exist in P6 Professional. If resource security is enabled, and a resource you do not have privilege to access is selected, new resources will be added under the resource root node and resource security settings will be ignored.

Related Topics

Microsoft Project Importing Options -- Resources

Root Node



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Last Published Thursday, January 12, 2023