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

Overview

Use this tab to configure global 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:

Insert New: Retains data in the existing project and adds any new data items. For example, if a new role is added in the import file, but you do not want to change the existing roles, select this option to add the new role to the existing project.

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.

Getting Here

Click Projects.
On the Projects navigation bar, click EPS.
Click the Actions menu and select Import/Export Projects.
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.
In the Manage MSP Templates dialog box, click a template.
In the MSP Template dialog box, click the Global tab.

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