Best Practices

• It is best to base the Microsoft Excel sheet on a paste from Primavera Portfolio Management. This way updates copied from Microsoft Excel and pasted back into Primavera Portfolio Management are sure to fit in smoothly.
• The Paste Preview should be reviewed with care since pasted data is automatically checked for data type correlation, not content.
• In Scorecards, once the user accepts the paste, the new data replaces the old.
• In forms and dashboards the new data replaces the old data in the table or dynamic list. However, as there is a need to submit the form, it is possible to rescind the paste after accepting it.