Import tab of the Import/Export Projects Dialog Box of the EPS Page

Overview

Use this tab to import information to a central database.

Screen Elements

Import Type list

Determines whether the Primavera XER, Primavera XML, or Microsoft Project XML import type is used.

Currencies Import In list

Determines whether to use the base currency rate in your database, or the currency rate in the XML file for importing financial data.

Base rate: Financial data will be imported as units of the base currency in your database.

XML rate: Financial data will be imported as units of the view currency present in the XML file and converted according to the exchange rates present in the XML file and in your database.

To see this list, the currency ID and name present in the XML file must match a currency ID and name in your database and the exchange rate for that currency in the XML file must be different from the exchange rate for that currency in your database.

File field

The file to be imported.

Template list

The template to use for importing projects.

Action list

To enable this list, you must select Primavera XER or Microsoft Project XML from the Import Type list.

Determines what action to take when importing:

Add into Existing: Imports the data from the file as a new WBS node, into the WBS node you select.

Create New: Creates a new project for the imported data.

Replace Existing: Deletes the existing project from the database and replaces it with the data in the import file.

Update Existing: Updates an existing project with the imported data.

Import Projects table area:

Note To enable this table area you must select Primavera XER or Primavera XML on the Import Type list and select a file to be imported.

Project ID

Displays the Project ID of the project in the import file.

Project Name

Displays the name of the project in the import file.

Import Action

Determines what action to take when importing the project from the import file:

Add Into Existing Project: Imports the entire project from the import file as a new WBS under the selected Project or EPS node.

Create New: Imports the project from the import file as a new project.

Replace Existing: Deletes the existing project in the database and replaces it with the project imported from the import file.

Update Existing: Updates an existing project with data from the import file.

Ignore: Retains data in the existing project and does not import the updated data.

Import To

Determines where the project is imported.

If you selected Add Into Existing Project for the import action, you can select a project or a WBS node within a project. If you selected Replace Existing or Update Existing for the import action, you can select a project. If you selected Create New for the import action, you can select an EPS node.

Financial Period Calendar field

The name of the financial period calendar to assign to the project. If you choose to import the project using the Create New import action, after selecting an EPS node in the Import To field, you can select the financial period calendar to assign to the project.

Baselines

Determines which baselines are imported or exported.

Manage Templates button

Opens the Manage Primavera Templates or Manage MSP Templates pane.

Import button

Imports a file with your selected options.

Getting Here

Click Projects.
On the Projects navigation bar, click EPS.
Click the Actions menu and select Import/Export Projects.
Click the Import tab.

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