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

Overview

Use this tab to map incoming resources to resource roles and to specify a resource node under which to import all incoming resource data present in the XML file.

Screen Elements

Basic Action section:

Resources list

Determines how resources are imported.

Advanced Action section:

Import under resource field

Determines where the resource is imported.

ID field

Displays the resource name grouped by New and Saved. Data that is new in the XML file will appear under New and data already saved in an the existing template will appear under Saved.

Name list

Displays the name of the resource.

Type list

Displays the type of resource.

New ID field

Displays the new resource ID.

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/ExportProjects dialog box:
    1. Click the Import tab.
    2. Click the Import Type list and select Primavera XML.
    3. Click the File field and select a file to import.
    4. Click the Manage Templates button.
  5. In the Manage Primavera Templates dialog box, click the name of a template.
  6. In the Primavera Template dialog box:
    1. Click the Advanced tab.
    2. On the Advanced tab, click the Resources tab.

Related Topics

About Importing and Exporting Projects

Importing Projects using Primavera XML Format

Exporting Projects using Primavera XML Format



Last Published Wednesday, July 10, 2024