Global Data tab of the Primavera XML or Primavera XER Template Dialog Box of the Import/Export Project Dialog Box

Overview

Use this tab to select an import action when the same data exists in the import file and project being updated.

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. Click the Import Type list and select Primavera XER or Primavera XML.
2. Click the File field click Browse and select a file to import.
3. Click the Manage Templates button.
In the Manage Primavera Templates dialog box, click the name of a template.
In the Primavera Template dialog box, click the Basic tab.
Click the Global Data tab.

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