Importing Options -- Resources

If resource security is enabled (you have limited or no resource access), the following restrictions apply when importing resources:

A) Limited resource access:

	Keep Existing	Update Existing	Insert New
New resource See Note.	The resource is added as a child under your root resource node.	The resource is added as a child under your root resource node.	The resource is added as a child under your root resource node.
Existing resource (under your root node)		The resource data is updated.	The resource is added as a child under your root resource node. Resource ID is appended by "-1". (For example, if the Resource ID is "Labor", the new Resource ID will be "Labor-1")
Existing resource (outside your root node)

Keep Existing

Update Existing

Insert New

Do Not Import

New resource

See Note.

The resource is added as a child under your root resource node.

Existing resource (under your root node)

The resource data is updated.

The resource is added as a child under your root resource node. Resource ID is appended by "-1". (For example, if the Resource ID is "Labor", the new Resource ID will be "Labor-1")

Existing resource (outside your root node)

Note

For XML:

If the XML file contains resources that are not in your hierarchy, no items are imported. The system cancels the entire import process and issues an error.
If the XML file contains resources in your hierarchy that are in conflict with existing resources outside of your hierarchy in the database, no items are imported. The system cancels the entire import process and issues an error.

B) No resource access:

If you have no resource access, you cannot import resources.

Last Published Tuesday, March 31, 2026