Import resources from an XER file

  1. Choose File, Import.
  2. Choose Primavera PM - (XER). Click Next.
  3. Choose Resource Only. Click Next.
  4. Select the file you want to import. Click Next.
  5. Select how to import the resource data by modifying the layout configuration in the Update Resource Options dialog box (if necessary).

    In the Modify Import Configuration dialog box, select the data you want to modify. If resource security is enabled, some restrictions apply when importing resources.

    Select the action to perform during the import process. Mark the Delete checkbox to remove unreferenced data, data in the project you are updating but is not included in the import file, from the project. (The Delete field applies only to relationships to external projects, thresholds, activities, activity relationships, and activity resource assignments. Global data types are not affected by this setting.) Click OK.
  6. Click Next in the Update Resource Options dialog box.
  7. Optional: If the import files specify a currency, or if a selected currency does not match P6 Professional definitions, select the currency in which to import cost fields.
  8. Click Finish.
  9. Click Close.


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Last Published Wednesday, May 25, 2016