15 Packages

A Primavera Portfolio Management (Primavera Portfolio Management) package is a collection of predefined system objects that can be added to a Primavera Portfolio Management database. Packages provide the means to place these objects in your application. These objects are configuration elements that are set up within the database for use with the system, and include categories, items, scorecards, value lists, life cycles, security permissions, etc. Each package helps you set up the various components of your Primavera Portfolio Management system. For more information on objects, refer to the relevant sections of this online help system or user guide. For more information about the package contents, refer to Package Content.

Packages are exported from an existing Primavera Portfolio Management database. A package is always self-contained, which means that it includes all the objects that are referenced by other objects. For example, the package may include a category such as Return on Investment (ROI), which is derived from other categories, such as Expense.

Packages are created and exported using the Export Primavera Portfolio Management Package application. Packages are imported and stored using the Import Primavera Portfolio Management Package application. Both of these Windows applications use identical dialog boxes and must be run on the Primavera Portfolio Management Backend server. They can be run from the Primavera Portfolio Management Console Packages tab (refer to Working with Packages in Administration), or from the Windows Start menu (refer to Creating and Exporting a Package and Importing a Package). The packages are exported from a Primavera Portfolio Management database as XML files which can then be imported into another Primavera Portfolio Management database.

To run the Export Primavera Portfolio Management Package application, you must have read permission for the `export a package' module. By default, the Admin user has export permission.

To run the Import Primavera Portfolio Management Package application, you must have Read permission for the `import a package' module. By default, the Admin user has import permission.

You can view a list of previously imported packages on the Primavera Portfolio Management Console Packages tab (refer to Working with Packages in Administration), or on the Admin screen of the Primavera Portfolio Management application user interface (refer to The Properties Tab in Administration).

The Export Primavera Portfolio Management Package and Import Primavera Portfolio Management Package applications support hierarchies and storage. In the Export Primavera Portfolio Management Package application, Portfolio objects appear in their hierarchical structure. In general, the selection of the home portfolio/folder defines the hierarchy under it, which can be imported as is.

This section describes Primavera Portfolio Management packages, and how packages are exported and imported.