Importing and exporting resources and roles

All resource and role information is stored in a central database. You can import and export information to and from this database using external files and share this information with other P6 Professional users. Since resources and roles are defined at the global level, you can import and export them without opening the projects that contain them.

Resource information can be imported and exported using either the Primavera PM (XER), Spreadsheet (XLS), or eXtensible Markup Language (XML). Roles can only be imported and exported using the Primavera PM (XER) format. You can import and export all resource and role information to ensure that resources and roles are consistent throughout your organization. XER format transfers all resource and role information, such as the resource hierarchy, resource categories, category values, and category value assignments.