Project Tab of the MSP Template Dialog Box of the Import/Export Project Dialog Box

Overview

Use this tab to configure project data import options.

Screen Elements

Name field

The type of global or project data for import.

Import Action list

Determines what action to take when importing:

Keep Existing: Retains data in the existing project and does not overwrite it with the updated data or adds new data if the record does not exist and you have the appropriate security privileges.

Update Existing: Overwrites data in the existing project with updated data and adds new data if the record does not exist.

Do Not Import: Retains data in the existing project and does not import the updated data for this data type.

Remove from P6 option

Determines whether to remove the selected item from the database if a matching item is not found in the import file.

Getting Here

  1. Click Projects.
  2. On the Projects navigation bar, click EPS.
  3. Click the Actions menu and select Import/Export Projects.
  4. In the Import/Export Projects dialog box, click the Import tab.
    1. In the Import Type list, select Microsoft Project XML.
    2. In the File field, click Browse and select a Microsoft Project XML file to import.
    3. In the Action list, select Update Existing.
    4. In the Import To field, click Browse and select a project to update.
    5. Click Manage Templates.
  5. In the Manage MSP Templates dialog box, click a template.
  6. In the MSP Template dialog box, click the Project tab.

Related Topics

About Importing and Exporting Projects

Configuring Microsoft Project Templates



Last Published Wednesday, July 10, 2024