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Transcription

1 Import and Export of xml files from and to Primavera P6 Web 8.3 (V 1.00) Erlangen, proadvise GmbH Ust. ID Nr. DE Brühlweg 4 Web: Berglen Volksbank Stuttgart eg Tel : +49 (0) 700 / Geschäftsführer: Ingo Betz, Andreas Kories BIC-Code: VOBADESS Fax : +49 (0) 7195 / Amtsgericht Stuttgart, HRB IBAN: DE

2 Table of Contents 1 REVISION HISTORY AND APPROVALS Revision History INTRODUCTION IMPORT Required access privileges Oracle Primavera P6 EPPM XML Microsoft Project XML EXPORT Oracle Primavera P6 EPPM XML Microsoft Project XML proadvise GmbH Page 2 of 50

3 Illustrations Abbildung 1 Required Global Privileges Abbildung 2 Required Global Privileges Abbildung 3 Required Global Privileges Abbildung 4 Illustration 1 Required Global Privileges Abbildung 5 Menu Entry Import/Export... 9 Abbildung 6 Import Project Tab Abbildung 7 Import Project - Choose Project Abbildung 8 Define Import Action Abbildung 9 Define Import Location Abbildung 10 Multiple Project Import Abbildung 11 Select Import Template Abbildung 12 Import Options Global Data Abbildung 13 Import Options - Project Data Abbildung 14 Import Options - Advanced Tab Codes Abbildung 15 Import Options - Advanced Tab Codes Abbildung 16 Import Options - Advanced Tab UDF Abbildung 17 Import Options - Advanced Tab Calendars Abbildung 18 Import Options - Advanced Tab Resources Abbildung 19 Save Import Template Abbildung 20 Select EPS Node Abbildung 21 Check Import Status Pending Abbildung 22 Check Import Status Running Abbildung 23 Check Import Status Completed Abbildung 24 Display Log File Abbildung 25 Import MS Project XML Abbildung 26 Select MS Project Import Template Abbildung 27 Modify Import Template - Resources Abbildung 28 Modify MS Project Import Template - Notebooks Abbildung 29 Modify MS Project Import Template - Custom Field Mapping Project Abbildung 30 Modify MS Project Import Template - Custom Field Mapping WBS Abbildung 31 Modify MS Project Import Template - Custom Field Mapping Activities Abbildung 32 Modify MS Project Import Template - Custom Field Mapping Resource Assignments Abbildung 33 Select MS Project XML File Abbildung 34 MS Project XML - Select EPS Node Abbildung 35 MS Project XML Import - Check Import Status Pending Abbildung 36 Abbildung 35 MS Project XML Import - Check Import Status Running Abbildung 37 Abbildung 35 MS Project XML Import - Check Import Status Completed Abbildung 38 Abbildung 35 MS Project XML Import - Check Log File Abbildung 39 Import/Export Menu Abbildung 40 Export Tab Abbildung 41 Select Project to Export Abbildung 42 Multiple Project Export Abbildung 43 MS Project XML Export Abbildung 44 Select and Modify MS Project XML Export Template Abbildung 45 Select and Modify MS Project XML Export Template - Activities Abbildung 46 Select and Modify MS Project XML Export Template - Notebooks Abbildung 47 Select and Modify MS Project XML Export Template - Custom Field Mapping Activities Abbildung 48 Select and Modify MS Project XML Export Template - Custom Field Mapping Activities Abbildung 49 Select and Modify MS Project XML Export Template - Custom Field Mapping Projects proadvise GmbH Page 3 of 50

4 Abbildung 50 Select and Modify MS Project XML Export Template - Custom Field Mapping WBS 44 Abbildung 51 Select and Modify MS Project XML Export Template - Custom Field Mapping Resources Abbildung 52 Select and Modify MS Project XML Export Template - Custom Field Mapping Resource Assignments Abbildung 53 Select Project to export Abbildung 54 Save Export File Abbildung 55 Save Export File Abbildung 56 Save Export File Abbildung 57 Open XML File proadvise GmbH Page 4 of 50

5 1 Revision History and Approvals 1.1 Revision History Project File Name pa intern 2013_09_23_XML_Import_Export_Features_R83_V100 Sharepoint ID Owner Kai Viessmann Version Date Description of Change Made by Initial creation Kai Viessmann Table 1 - Revision History proadvise GmbH Page 5 of 50

6 2 Introduction In Primavera P6 8.3 it is possible to share project data with other databases or tools via importing and exporting xml files. This document gives an overview of import and export functionality regarding both Primavera and MS Project xml files. It focuses on P6 Web 8.3. P6 Professional Client and xer file format are out of scope of this document. 3 Import Importing data to Primavera may be necessary when receiving updated project schedules from customers, partners or other departments. If the other side uses Primavera as well, Primavera xml format should be used to transfer the data. If the other side uses MS Project, the transfer needs to be done in MS Project xml format. 3.1 Required access privileges To import XML files into primavera several privileges need to be granted. On the one hand there is the privilege in the Global Security Profile to import XML file. Abbildung 1 Required Global Privileges 1 The other privilege is on the project level. Here the Project Security Profile ProjectSuperUser is needed. Only the combination of these privileges will allow the user to import XML files. Another important point is the privilege to Add/Edit/Delete Microsoft Project and Primavera Templates. With this privilege it can be controlled who can create or edit import templates. With these import templates a controlling of the imported data can be ensured. More about the import templates will be described in the following chapters. proadvise GmbH Page 6 of 50

7 Abbildung 2 Required Global Privileges 2 The Privileges Add/Edit/Delete Global Activity Codes/UDF/Calendar is not needed to import projects with Global Activity Codes/UDFs/Calendars! Abbildung 3 Required Global Privileges 3 proadvise GmbH Page 7 of 50

8 Abbildung 4 Illustration 1 Required Global Privileges Oracle Primavera P6 EPPM XML For importing Primavera xml files, P6 Web 8.3 offers enhanced configuration options. For codes, calendars, resources and UDFs it can be specifically selected how these items are to be handled. Another new feature is the option to import multiple projects in a single Primavera xml file. To import projects using Primavera XML format: 1) Click Projects. 2) On the Projects navigation bar, click EPS. 3) On the EPS page, click the Actions menu and select Import/Export, XML Project proadvise GmbH Page 8 of 50

9 Abbildung 5 Menu Entry Import/Export In the Import/Export Project dialog box, choose the Import tab. Abbildung 6 Import Project Tab 1 proadvise GmbH Page 9 of 50

10 In the File Upload dialog box, select a file and click Open. Abbildung 7 Import Project - Choose Project proadvise GmbH Page 10 of 50

11 Select an option for Import Action. Abbildung 8 Define Import Action Select a location for Import to. Abbildung 9 Define Import Location proadvise GmbH Page 11 of 50

12 If there are more than one project in the.xml file, all projects will be displayed here. Abbildung 10 Multiple Project Import proadvise GmbH Page 12 of 50

13 Select and modify import template Abbildung 11 Select Import Template proadvise GmbH Page 13 of 50

14 In the template modification window, there are options for basic and advanced settings. In the Basic tab, Global and Project Data can be selected. For Global Data there are options to Insert New, Keep Existing, Update Existing and Do not import. Abbildung 12 Import Options Global Data proadvise GmbH Page 14 of 50

15 For Project Data, there are the options Keep Existing, Update Existing and Do not Import. Additionally there is a Delete option for Project Thresholds, Activities and Resource Assignments and Activity Relationsships. Abbildung 13 Import Options - Project Data proadvise GmbH Page 15 of 50

16 Under Advanced, new options are introduced in P They allow a detailed mapping and renaming of Codes, UDFs, Calendars and Resources. This option does not exist for import of multiple projects in one xml file. For Global Codes there are options to Keep them Global, Move to Project or Do not Import. Furthermore they can be mapped to another existing code which can be selected under column New Name. Abbildung 14 Import Options - Advanced Tab Codes 1 proadvise GmbH Page 16 of 50

17 The mapping option exists for Codes as well as for individual code values. These can be selected under column New Name as well. Abbildung 15 Import Options - Advanced Tab Codes 2 Basic Action allows to select Insert New, Keep Existing, Update Existing and Do not Import. proadvise GmbH Page 17 of 50

18 Under Select Subject Area the different types of UDFs can be selected. Abbildung 16 Import Options - Advanced Tab UDF For Calendars advanced options allow to Keep, Move to Project and Do not Import. In addition, calendars can be renamed. Abbildung 17 Import Options - Advanced Tab Calendars proadvise GmbH Page 18 of 50

19 Resources can be imported under any available existing resource. Furthermore they can be mapped to the ID of an existing resource. Abbildung 18 Import Options - Advanced Tab Resources proadvise GmbH Page 19 of 50

20 After completing all settings, save the template needs to be saved. Abbildung 19 Save Import Template proadvise GmbH Page 20 of 50

21 Select the EPS node to import the selected project(s) to. Abbildung 20 Select EPS Node proadvise GmbH Page 21 of 50

22 In the Status window, the status of the import process can be monitored. This window needs to be refreshed manually to show the completion of the import. Abbildung 21 Check Import Status Pending To update the Status of the import process, the window must be refreshed manually, either pressing F5 or clicking the resfresh icon in the import window. Abbildung 22 Check Import Status Running Once the import is completed, the import log can be opened via the button in the import window. Abbildung 23 Check Import Status Completed proadvise GmbH Page 22 of 50

23 Abbildung 24 Display Log File proadvise GmbH Page 23 of 50

24 3.3 Microsoft Project XML For import of MS Project xml, select Import Type Microsoft Project xml. Abbildung 25 Import MS Project XML proadvise GmbH Page 24 of 50

25 Select and modify import template. Abbildung 26 Select MS Project Import Template proadvise GmbH Page 25 of 50

26 Abbildung 27 Modify Import Template - Resources proadvise GmbH Page 26 of 50

27 Abbildung 28 Modify MS Project Import Template - Notebooks proadvise GmbH Page 27 of 50

28 Under the tab Custom Field Mapping, you can select Subject Areas Projects Abbildung 29 Modify MS Project Import Template - Custom Field Mapping Project proadvise GmbH Page 28 of 50

29 WBS Abbildung 30 Modify MS Project Import Template - Custom Field Mapping WBS proadvise GmbH Page 29 of 50

30 Activities Abbildung 31 Modify MS Project Import Template - Custom Field Mapping Activities proadvise GmbH Page 30 of 50

31 and Activity Resource Assignments. Abbildung 32 Modify MS Project Import Template - Custom Field Mapping Resource Assignments proadvise GmbH Page 31 of 50

32 Then select the file to import Abbildung 33 Select MS Project XML File proadvise GmbH Page 32 of 50

33 and the EPS node to import to. Abbildung 34 MS Project XML - Select EPS Node proadvise GmbH Page 33 of 50

34 In the Status window, the status of the import process can be monitored. This window needs to be refreshed manually to show the completion of the import. Abbildung 35 MS Project XML Import - Check Import Status Pending To update the Status of the import process, the window must be refreshed manually, either pressing F5 or clicking the resfresh icon in the import window. Abbildung 36 Abbildung 35 MS Project XML Import - Check Import Status Running Once the import is completed, the import log can be opened via the button in the import window. Abbildung 37 Abbildung 35 MS Project XML Import - Check Import Status Completed proadvise GmbH Page 34 of 50

35 Abbildung 38 Abbildung 35 MS Project XML Import - Check Log File proadvise GmbH Page 35 of 50

36 4 Export Exporting data from Primavera may be necessary to send data to customers, partners or other departments. If the other side uses Primavera as well, Primavera xml format should be used to transfer the data. If the other side uses MS Project, the transfer needs to be done in MS Project xml format. 4.1 Oracle Primavera P6 EPPM XML With Version 8.3 the feature to export multiple projects into one.xml file was introduced. The following steps are showing the main steps to export projects. How multiple projects can be exported will be described starting with point To export a Primavera xml file go to Import/Export XML Export/Import in the EPS View. Abbildung 39 Import/Export Menu proadvise GmbH Page 36 of 50

37 2. Select the Export Tab and choose Primavera XML. Click Browse and select the project you want to export. To easily find the project, you can type the project name in the search bar and click search. Abbildung 40 Export Tab Abbildung 41 Select Project to Export proadvise GmbH Page 37 of 50

38 3. If you want to export more than one project you can simply selecting another project the same way. Abbildung 42 Multiple Project Export 4.2 Microsoft Project XML To export an MS Project xml file from Primavera, select Export Type Microsoft Project XML. Both 2007 and 2010 formats are available. Abbildung 43 MS Project XML Export proadvise GmbH Page 38 of 50

39 Select and modify the MS Project template. Note that the template includes both import and export. Abbildung 44 Select and Modify MS Project XML Export Template Abbildung 45 Select and Modify MS Project XML Export Template - Activities proadvise GmbH Page 39 of 50

40 Abbildung 46 Select and Modify MS Project XML Export Template - Notebooks proadvise GmbH Page 40 of 50

41 Every existing Primavera UDF can be mapped to an available MS Project Field. Abbildung 47 Select and Modify MS Project XML Export Template - Custom Field Mapping Activities 1 proadvise GmbH Page 41 of 50

42 This mapping functionality is available for UDFs on Activities Abbildung 48 Select and Modify MS Project XML Export Template - Custom Field Mapping Activities 2 proadvise GmbH Page 42 of 50

43 Projects Abbildung 49 Select and Modify MS Project XML Export Template - Custom Field Mapping Projects proadvise GmbH Page 43 of 50

44 WBS Abbildung 50 Select and Modify MS Project XML Export Template - Custom Field Mapping WBS proadvise GmbH Page 44 of 50

45 Resources Abbildung 51 Select and Modify MS Project XML Export Template - Custom Field Mapping Resources proadvise GmbH Page 45 of 50

46 and Activity Resource Assignments. Abbildung 52 Select and Modify MS Project XML Export Template - Custom Field Mapping Resource Assignments proadvise GmbH Page 46 of 50

47 Select the project to be exported. Abbildung 53 Select Project to export Click Export and save the exported file. Abbildung 54 Save Export File proadvise GmbH Page 47 of 50

48 Abbildung 55 Save Export File 2 proadvise GmbH Page 48 of 50

49 Abbildung 56 Save Export File 3 proadvise GmbH Page 49 of 50

50 4. If you open the.xml file in an editor you will notice, that for each project was exported into a separate area within the XML File. Abbildung 57 Open XML File proadvise GmbH Page 50 of 50