Resources Tab of the Import Template Dialog Box of the Import/Export Project Dialog Box

Overview

Use this tab to map incoming resources to resource roles and to specify a resource node under which to import all incoming resource data present in the XML file.

Screen Elements

Resources list

Determines how resources are imported.

Import under resource field

Determines where the resource is imported.

Table area:

ID field

Displays the resource name grouped by New and Saved. Data that is new in the XML file will appear under New and data already saved in an the existing template will appear under Saved.

Name list

Displays the name of the resource.

Type list

Displays the type of resource.

New ID field

Displays the new resource ID.

Getting Here

1. On the Navigation Menu, expand Projects and click EPS.
2. On the EPS page, click the Actions menu and select Manage Import Templates or Import/Export Projects.
3. In the Import/ExportProjects dialog box:
   1. Click the Import tab.
   2. Click the Import Type list and select Primavera XML.
   3. Click the File field and select a file to import.
   4. Click the Manage Templates button.
4. In the Manage Primavera Templates or Manager Primavera XER and XML Templates dialog box, click the name of a template.
5. In the Primavera Template or Primavera XER and XML Template dialog box, click the Advanced tab.
6. On the Advanced tab, click the Resources tab.