| Solution ID: prim16869 |
| How to control what data is imported with a project |
| Status: Reviewed |
| Version(s): 3.x, 4.0, 4.1, 5.0, 6.0, 6.1, 6.2, 6.2.1 |
| Problem: | How to control what data is imported with a project |
| Fix: | - Go to File, Import and step through the Import Wizard - At the Update Project Options step, click Modify
- In the Modify Import Configuration window you will be able to change the settings for numerous import items
- This will allow control over importing the following:
Overview of Actions: Update Existing: This option looks for matches in the export file (the .XER file) and the project. If a match is found, import overwrites data in the existing project with updated data. If a match is not found, data from the export file is added to the project database.
Keep Existing: This option looks for matches in the export file and the project. If a match is found, no changes are made to the existing project. If a match is not found, import adds new data to the project database.
Do Not Import: This option retains data in the existing project and does not import data in the export file.
Insert New: This option retains data in the existing project and adds any new data items. For example, if a new calendar was added to the data in the export file, but you don’t want to change the existing calendars, choose Insert New to add the new calendar to the database.
Delete: This option looks for matches in the export file and the project. If a match is found in the project that does not exist in the export file, the data is removed from the project.
NOTE: If resource security is enabled, restrictions apply when importing resources or activity resource assignments. The Delete field applies only to risks, relationships to external projects, thresholds, activities, activity relationships, and activity resource assignments. Global data types are not affected by this setting.
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