This document contains information from a webcast on data integrity when performing Oracle Primavera P6 imports. It discusses various import options at the project and activity levels, how activity costs, relationships, and codes are handled, and differences between XML and XER imports. It also summarizes improvements to XML imports in Primavera P6 R8.3, including increased granularity for codes, user defined fields, calendars, and other objects.

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Data Integrity When Performing P6 Imports
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Data Integrity When Performing P6 Imports
Ifeanyi Enigwe
Technical Support Engineer

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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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