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

Overview

Use this tab to configure resource information associated with the template.

Screen Elements

Import under resource field

The name of the resource under which to place Microsoft Project resources that do not yet exist in P6.

All Resource Access is required to import Microsoft Project XML.

Choose the Microsoft Project field to import as the Resource ID options

Determines whether to import Microsoft Project Resource name or Resource Initials as the P6 Resource ID.

If a resource already exists options

Determine the action to be taken:

Keep existing resource: Retains the resource in the existing project and does not overwrite it with the resource from the import file.

Update existing resource: Overwrites the resource in the existing project with the resource from the import file.

Add a new resource: Retains the resource in the existing project and adds a new resource for the resource in the import file. The system creates a Resource ID for the new resource by appending a hyphen followed by a sequential number to the Resource ID when it is imported.

Add a new resource if a resource does not exist option

Determines whether to add resources and their assignments from the import file to the existing project.

This option only affects resources that do not currently exist in P6.

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/ExportProject dialog box, click the Import or Export tab.
    1. On the Import tab:
      • In the Import Type list, select Microsoft Project XML.
      • On the Import tab, click Browse in the File field and select a Microsoft Project XML file to import.
      • Click Manage Templates.
    2. Or on the Export tab:
      • In the Export Type list, select a Microsoft Project XML file type to export.
      • Click Manage Templates.
  5. In the Manage Templates dialog box, click a template.
  6. In the Modify Template dialog box, click the Resource tab.

Related Topics

About Importing and Exporting Projects

Configuring Microsoft Project Templates


Last Published Thursday, April 3, 2025