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Import and Export of xml files from and to Primavera P6 Web 8.3
Version: 1.00
Table of Contents
1
1.1
INTRODUCTION ................................................................................................................6
3
3.1
3.2
3.3
IMPORT .............................................................................................................................6
Required access privileges .................................................................................................6
Oracle Primavera P6 EPPM XML .......................................................................................8
Microsoft Project XML ......................................................................................................24
4
4.1
4.2
EXPORT ..........................................................................................................................36
Oracle Primavera P6 EPPM XML .....................................................................................36
Microsoft Project XML ......................................................................................................38
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Illustrations
Abbildung 1 Required Global Privileges 1 .......................................................................................6
Abbildung 2 Required Global Privileges 2 .......................................................................................7
Abbildung 3 Required Global Privileges 3 .......................................................................................7
Abbildung 4 Illustration 1 Required Global Privileges 4...................................................................8
Abbildung 5 Menu Entry Import/Export ............................................................................................9
Abbildung 6 Import Project Tab 1 ....................................................................................................9
Abbildung 7 Import Project - Choose Project .................................................................................10
Abbildung 8 Define Import Action ..................................................................................................11
Abbildung 9 Define Import Location ...............................................................................................11
Abbildung 10 Multiple Project Import .............................................................................................12
Abbildung 11 Select Import Template ............................................................................................13
Abbildung 12 Import Options Global Data...................................................................................14
Abbildung 13 Import Options - Project Data...................................................................................15
Abbildung 14 Import Options - Advanced Tab Codes 1 .................................................................16
Abbildung 15 Import Options - Advanced Tab Codes 2 .................................................................17
Abbildung 16 Import Options - Advanced Tab UDF .......................................................................18
Abbildung 17 Import Options - Advanced Tab Calendars ..............................................................18
Abbildung 18 Import Options - Advanced Tab Resources .............................................................19
Abbildung 19 Save Import Template..............................................................................................20
Abbildung 20 Select EPS Node .....................................................................................................21
Abbildung 21 Check Import Status Pending ..................................................................................22
Abbildung 22 Check Import Status Running ..................................................................................22
Abbildung 23 Check Import Status Completed ..............................................................................22
Abbildung 24 Display Log File .......................................................................................................23
Abbildung 25 Import MS Project XML ............................................................................................24
Abbildung 26 Select MS Project Import Template..........................................................................25
Abbildung 27 Modify Import Template - Resources .......................................................................26
Abbildung 28 Modify MS Project Import Template - Notebooks .....................................................27
Abbildung 29 Modify MS Project Import Template - Custom Field Mapping Project.......................28
Abbildung 30 Modify MS Project Import Template - Custom Field Mapping WBS..........................29
Abbildung 31 Modify MS Project Import Template - Custom Field Mapping Activities ....................30
Abbildung 32 Modify MS Project Import Template - Custom Field Mapping Resource Assignments
......................................................................................................................................................31
Abbildung 33 Select MS Project XML File .....................................................................................32
Abbildung 34 MS Project XML - Select EPS Node ........................................................................33
Abbildung 35 MS Project XML Import - Check Import Status Pending ...........................................34
Abbildung 36 Abbildung 35 MS Project XML Import - Check Import Status Running .....................34
Abbildung 37 Abbildung 35 MS Project XML Import - Check Import Status Completed .................34
Abbildung 38 Abbildung 35 MS Project XML Import - Check Log File............................................35
Abbildung 39 Import/Export Menu .................................................................................................36
Abbildung 40 Export Tab ...............................................................................................................37
Abbildung 41 Select Project to Export ...........................................................................................37
Abbildung 42 Multiple Project Export .............................................................................................38
Abbildung 43 MS Project XML Export............................................................................................38
Abbildung 44 Select and Modify MS Project XML Export Template ...............................................39
Abbildung 45 Select and Modify MS Project XML Export Template - Activities ..............................39
Abbildung 46 Select and Modify MS Project XML Export Template - Notebooks ...........................40
Abbildung 47 Select and Modify MS Project XML Export Template - Custom Field Mapping
Activities 1 .....................................................................................................................................41
Abbildung 48 Select and Modify MS Project XML Export Template - Custom Field Mapping
Activities 2 .....................................................................................................................................42
Abbildung 49 Select and Modify MS Project XML Export Template - Custom Field Mapping
Projects .........................................................................................................................................43
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Abbildung 50 Select and Modify MS Project XML Export Template - Custom Field Mapping WBS44
Abbildung 51 Select and Modify MS Project XML Export Template - Custom Field Mapping
Resources .....................................................................................................................................45
Abbildung 52 Select and Modify MS Project XML Export Template - Custom Field Mapping
Resource Assignments..................................................................................................................46
Abbildung 53 Select Project to export ............................................................................................47
Abbildung 54 Save Export File ......................................................................................................47
Abbildung 55 Save Export File 2 ...................................................................................................48
Abbildung 56 Save Export File 3 ...................................................................................................49
Abbildung 57 Open XML File .........................................................................................................50
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Revision History
Project
pa intern
File Name
2013_09_23_XML_Import_Export_Features_R83_V100
Sharepoint ID
Owner
Kai Viessmann
Version
Date
1.00
Description of Change
Made by
Kai Viessmann
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Introduction
In Primavera P6 8.3 it is possible to share project data with other databases or tools via importing
and exporting xml files. This document gives an overview of import and export functionality
regarding both Primavera and MS Project xml files. It focuses on P6 Web 8.3. P6 Professional
Client and xer file format are out of scope of this document.
3 Import
Importing data to Primavera may be necessary when receiving updated project schedules from
customers, partners or other departments. If the other side uses Primavera as well, Primavera xml
format should be used to transfer the data. If the other side uses MS Project, the transfer needs to
be done in MS Project xml format.
3.1
To import XML files into primavera several privileges need to be granted. On the one hand there is
the privilege in the Global Security Profile to import XML file.
The other privilege is on the project level. Here the Project Security Profile ProjectSuperUser is
needed.
Only the combination of these privileges will allow the user to import XML files.
Another important point is the privilege to Add/Edit/Delete Microsoft Project and Primavera
Templates. With this privilege it can be controlled who can create or edit import templates. With
these import templates a controlling of the imported data can be ensured. More about the import
templates will be described in the following chapters.
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3.2
For importing Primavera xml files, P6 Web 8.3 offers enhanced configuration options. For codes,
calendars, resources and UDFs it can be specifically selected how these items are to be handled.
Another new feature is the option to import multiple projects in a single Primavera xml file.
To import projects using Primavera XML format:
1) Click Projects.
2) On the Projects navigation bar, click EPS.
3) On the EPS page, click the Actions menu and select Import/Export , XML Project
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In the File Upload dialog box, select a file and click Open.
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If there are more than one project in the .xml file, all projects will be displayed here.
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In the template modification window, there are options for basic and advanced settings. In the
Basic tab, Global and Project Data can be selected. For Global Data there are options to Insert
New, Keep Existing, Update Existing and Do not import.
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For Project Data, there are the options Keep Existing, Update Existing and Do not Import.
Additionally there is a Delete option for Project Thresholds, Activities and Resource
Assignments and Activity Relationsships.
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Under Advanced, new options are introduced in P6 8.3. They allow a detailed mapping and
renaming of Codes, UDFs, Calendars and Resources. This option does not exist for import of
multiple projects in one xml file.
For Global Codes there are options to Keep them Global, Move to Project or Do not Import.
Furthermore they can be mapped to another existing code which can be selected under column
New Name.
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The mapping option exists for Codes as well as for individual code values. These can be selected
under column New Name as well.
Basic Action allows to select Insert New, Keep Existing, Update Existing and Do not Import.
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Under Select Subject Area the different types of UDFs can be selected.
For Calendars advanced options allow to Keep, Move to Project and Do not Import. In
addition, calendars can be renamed.
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Resources can be imported under any available existing resource. Furthermore they can be
mapped to the ID of an existing resource.
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In the Status window, the status of the import process can be monitored. This window needs to be
refreshed manually to show the completion of the import.
To update the Status of the import process, the window must be refreshed manually, either
pressing F5 or clicking the resfresh icon in the import window.
Once the import is completed, the import log can be opened via the button in the import window.
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3.3
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For import of MS Project xml, select Import Type Microsoft Project xml.
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Under the tab Custom Field Mapping, you can select Subject Areas Projects
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WBS
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Activities
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Abbildung 32 Modify MS Project Import Template - Custom Field Mapping Resource Assignments
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In the Status window, the status of the import process can be monitored. This window needs to be
refreshed manually to show the completion of the import.
To update the Status of the import process, the window must be refreshed manually, either
pressing F5 or clicking the resfresh icon in the import window.
Once the import is completed, the import log can be opened via the button in the import window.
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4 Export
Exporting data from Primavera may be necessary to send data to customers, partners or other
departments. If the other side uses Primavera as well, Primavera xml format should be used to
transfer the data. If the other side uses MS Project, the transfer needs to be done in MS Project
xml format.
4.1
With Version 8.3 the feature to export multiple projects into one .xml file was introduced. The
following steps are showing the main steps to export projects. How multiple projects can be
exported will be described starting with point 3.
1. To export a Primavera xml file go to Import/Export XML Export/Import in the EPS
View.
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2. Select the Export Tab and choose Primavera XML. Click Browse and select the
project you want to export. To easily find the project, you can type the project name in the
search bar and click search.
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3. If you want to export more than one project you can simply selecting another project the
same way.
4.2
To export an MS Project xml file from Primavera, select Export Type Microsoft Project XML. Both
2007 and 2010 formats are available.
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Select and modify the MS Project template. Note that the template includes both import and export.
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Abbildung 47 Select and Modify MS Project XML Export Template - Custom Field Mapping Activities 1
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Abbildung 48 Select and Modify MS Project XML Export Template - Custom Field Mapping Activities 2
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Projects
Abbildung 49 Select and Modify MS Project XML Export Template - Custom Field Mapping Projects
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WBS
Abbildung 50 Select and Modify MS Project XML Export Template - Custom Field Mapping WBS
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Resources
Abbildung 51 Select and Modify MS Project XML Export Template - Custom Field Mapping Resources
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Abbildung 52 Select and Modify MS Project XML Export Template - Custom Field Mapping Resource Assignments
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4. If you open the .xml file in an editor you will notice, that for each project was exported into a
separate area within the XML File.
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