The document discusses the import and export features of Primavera P6 8.3. It highlights that import and export allows sharing of project data and is used to save time when transferring information between systems or users. XML format is used which supports security, calculated fields, and more granular options when importing and exporting. New features in 8.3 include the ability to import and export multiple projects simultaneously, better handling of global and resource data, use of import/export templates, and a log file to track import/export activities.

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Deep Dive into P6 8.3 Import/Export
Eileen Schurmann - Senior Sales Consultant, Oracle Primavera

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Agenda
• Overview
• Why XML?
• New Features

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Overview

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Why is Import/Export used for?
Sharing
project data

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Time Consuming Process

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P6 Web Options

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P6 Client Options

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Why XML?

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Why XML?
 Future direction of Primavera
 XML is a standard format
 Applies security on import
– No need for All Resource access
 Obeys Admin preference limits
 Calculated fields can be exported
 More granular options

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More Granular Options

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New Features

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XML Import/export improvements
• Multi project XML
• Handling of global data
• Import templates
• Log File
• External Relationships
• Multiple Resource Assignments

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Export Multiple Projects

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Import Multiple Projects

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Advanced Options – Activity Codes

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Advanced Options – Activity Codes

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Advanced Options – Activity Codes

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Advanced Options – Activity Codes

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Advanced Options – User Defined Fields

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Advanced Options - Calendars

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Advanced Options - Resources

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Advanced Options - Resources

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Save Templates

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Log File

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UN/CEFACT Support
• Schedule formats
• Export only
• Desktop Client and P6 Web

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Additional Enhancements
External relationship support
Better handling of duplicate resource
assignments

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In Summary…

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Saves
Time

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Accurate
Information

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Improved
Collaboration

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BPM
workflow
Oracle PGBU Confidential

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