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Data Integrity When Performing P6 Imports
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AGENDA
Today’s presentation will cover the following:
Project level Import Actions
Activity level Import Actions
Activity Costs
Activity Relationships
Resource Assignments
Activity Codes
Reflection Projects
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AGENDA (cont’d)
Today’s presentation we will cover the following:
P6 Pro vs. P6 Web import options
XML vs. XER Differences
XML Web Import
P6 R8.3 XML Import Improvements
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Project Level Import Actions
Add Into Existing Project
Create New Project
Ignore this Project
Replace Existing Project
Update Existing Project
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Project Level Import Actions (cont’d)
Add Into Existing Project
Purpose: Merge Project Data
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Project Level Import Actions (cont’d)
Add Into Existing Project
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Project Level Import Actions (cont’d)
Real World Example: Add Into Existing Project
Scheduler has a master schedule.
Outsources WBS nodes to different contractors
Merge these WBS nodes into the Master schedule.
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Project Level Import Actions (cont’d)
Create New Project
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Project Level Import Actions (cont’d)
“Create New Project”
Project IDs remain unique
Project IDs can be changed
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Project Level Import Actions (cont’d)
Real World Example
Preserve the existing project in the database.
Create a new project based on an existing
schedule.
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Project Level Import Actions (cont’d)
Ignore This Project
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Project Level Import Actions (cont’d)
Replace Existing Project
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Project Level Import Actions (cont’d)
Replace Existing Project: Real World Example:
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Project Level Import Actions (cont’d)
Update Existing Project
Adds New Data if the Data does not currently
exist.
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Project Level Import Actions (cont’d)
Real World Example: Update Existing Project
Master Schedule the same activities as update
file
Update file has logic ties that aren’t in Master
Schedule
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Activity Level Import Actions
Do Not Import
Insert New
Keep Existing
Update Existing
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Activity Level Import Actions (cont’d)
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Activity Level Import Actions (cont’d)
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Activity Level Import Actions (cont’d)
Existing Data No Data
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Activity Level Import Actions (cont’d)
“Do Not Import”
The record is not imported. No changes are
made to the existing record.
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Activity Level Import Actions (cont’d)
“Insert New”
A new record is added to the database.
With Data
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Activity Level Import Actions (cont’d)
“Insert New”
A new record is added to the database.
Without Data
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Activity Level Import Actions (cont’d)
“Keep Existing”
No Changes made to import file or database.
A new record is added to the database
With Data
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Activity Level Import Actions (cont’d)
“Keep Existing”
A new record is added to the database
Without Data
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Activity Level Import Actions (cont’d)
“Update Existing”
Data associated with the record is updated.
Record added to the database.
With Data
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Activity Level Import Actions (cont’d)
“Update Existing”
Record added to the database.
Without Data
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Activity Costs
Expense Costs
Resource Costs
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Activity Costs (cont’d)
Expense Costs
Expenses assigned to activities will import with
the project.
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Activity Costs (cont’d)
Resource Costs
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Activity Costs (cont’d)
Resource Costs
Price / Unit
Decimals
Exchange Rate
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Activity Costs (cont’d)
Resource Costs
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Activity Costs (cont’d)
Resource Costs
Price/Unit
Calculate Cost from Units Tab
Rate Source
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Activity Costs (cont’d)
Resource Costs
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Activity Costs (cont’d)
Resource Costs
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Activity Costs (cont’d)
Resource Costs
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Activity Costs (cont’d)
Resource Costs
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Activity Costs (cont’d)
Resource Costs
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Resources Assignments
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Resources Assignments (cont’d)
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Importing Activity Relationships
How Does P6 Handle the Import of External
Relationships?
Keep Existing
Update Existing
Insert New
Do Not Import
Delete
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Importing Activity Relationships (cont’d)
How Does P6 Handle the Import of External
Relationships?
Keep Existing
Update Existing
Insert New
Do Not Import
Delete
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Importing Activity Relationships (cont’d)
How Does P6 Handle the Import of External
Relationships?
Important Information Regarding the Import Process
Project ID, Activity ID, and Relationship Type.
“Edit Project Activity Relationships” privilege
“Add/Edit Project Activities Except Relationships” privilege
External project/external activity not in database.
The “Delete field”
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Activity Codes
EPS Codes
Secure Codes
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Activity Codes (cont’d)
EPS Codes
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Activity Codes (cont’d)
EPS Codes
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Activity Codes (cont’d)
EPS Codes
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Activity Codes (cont’d)
EPS Codes
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Activity Codes (cont’d)
EPS Codes
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Activity Codes
Secure Codes
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Reflection Projects
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Reflection Projects (cont’d)
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Web & Client Differences
P6 Client Import Options
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Web & Client Differences (cont’d)
P6 Web Import Options
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Web & Client Differences (cont’d)
P6 Web Import Options
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XML & XER Differences
Wizard
Data
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XML & XER Differences: Wizard
Import Based on Security
Resource/Role Imports
Individual Data Types
Multiple Projects
Methodology Manager
Import Options
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XML & XER Differences: Wizard (cont’d)
Import Product and Documents
Import Exclusive Access
Published Schema vs. Proprietary Format
Matching options on all business objects
Limit Project Data
Calculated Fields & Physical Fields.
Performance(Speed)
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XML & XER Differences: Wizard (cont’d)
Files Versions
Global Data
Matching Data Level
Shifts
External Relationships
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XML & XER Differences: Wizard (cont’d)
Modify Option for Code Assignments
Past Period Actuals (PPA)
Effect Dates
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XML & XER Differences: Data
Business Rules/Errors
WP and Documents
Bucket Planning
Taskuser table
Admin Preferences
PPA values/Financial Periods
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XML & XER Differences: Data (cont’d)
Duplicate Resource Assignments
Issue Codes
Secure codes
Calendar Data
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XML & XER Differences: Data (cont’d)
EPS Codes
Codes Length
WBS RSRC category table
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XML & XER Differences: Data (cont’d)
Resource Security
Honors Resource Security
Resource not in user’s Security node
Users with ‘View Privileges’
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XML & XER Differences: Data (cont’d)
Issue History
Activity Owner
Responsible Manager (OBS)
Resource Dictionary/Assignments
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P6 R8.3 XML Import Granularity
XML Import Improvements
Multi Project XML
Handling of Global Data
Codes
UDFs
Calendars
Resources
Import Templates
Log File
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P6 R8.3 XML Import Granularity (cont’d)
XML Import Improvements - Codes
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P6 R8.3 XML Import Granularity (cont’d)
XML Import Improvements – User Defined Fields
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P6 R8.3 XML Import Granularity (cont’d)
XML Import Improvements – Calendars
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P6 R8.3 XML Import Granularity (cont’d)
XML Import Improvements – Resources
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P6 R8.3 XML Import Granularity (cont’d)
XML Import Improvements – Log File
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P6 R8.3 XML Import UN/CEFACT Support
Schedule formats
Export Only
Desktop Client and P6 Web
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Conclusion
References
KM Budgeted Costs Are Not Imported Correctly When Importing An XER Into A Different Database [Article ID 897284.1]
KM Considerations For Importing Microsoft Project Files (MPP, MPX, XML) Into P6 And Contractor [ID 903268.1]
KM Unable to Import P3 Project Directly into P6 [ID 910992.1]
KM Differences Between XML and XER Import / Export in Project Management [ID 907653.1]
KM How To Import EPS Activity Code Assignments From An XER File [ID 901318.1]
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Conclusion (cont’d)
Q & A
Q: Is there any resume table for XML and XER differences?
A: See KM: Differences Between XML and XER Import / Export in
Project Management [ID 907653.1]
Q: Does XML support multiple project imports?
A: Yes
Q: If the user does not have the ability to add resources, does the
XML import utility gray out the resources selections; since the user
does not have the ability to import resources through security?
A: Yes
Q: Is Microsoft project 2010 supported by 8.3?
A: Yes, but only in XML format.
Q: If you setup a XML import template in EPPM is that template
visible in P6 professional?
A: Yes
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