The import process is used for one of the following options:
- Create new items in Primavera Portfolio Management based on projects in a PM System, and map them to each other.
- Map projects from a PM System to existing items in Primavera Portfolio Management.
The Import feature is used when:
- You are installing the system for the first time in an environment that has been using a PM System but not Primavera Portfolio Management, and you are planning to import all the projects and create new items based on them in Primavera Portfolio Management.
- You are installing the system for the first time in an environment that has been running both products side by side, and now you want to map projects in PM System to their counterparts in Primavera Portfolio Management.
- You have an environment where projects are initiated in PM System, and you want to create new mapped items in Primavera Portfolio Management, based on the projects in PM System.
Note: In a multiple server environment, you will need to import projects from each server individually (Tools > Bridge Console > Import). After the import, the system remembers to which PM Server each item is mapped, and will use this information during subsequent publishing.