Primavera XML & XER Import Options dialog
You use the Primavera XML & XER Import Options dialog to specify the way in which you want to import a project that has been saved in XML or XER format in Primavera® software (or in STX or DIR format in Primavera SureTrak®).
When importing an XML or XER file, you use the Primavera XML & XER Import Options dialog to specify which calendar has been applied to link lags in the project you are importing: the predecessor task's calendar, the successor task's calendar, or a standard 24 hour calendar. This is defined in Primavera software as a global setting in the Advanced Scheduling Options dialog. You must specify the correct calendar when importing a project, as if you specify a different calendar the project will not be imported correctly. If you are not sure which calendar to choose, cancel the import, open the project in Primavera software to check the setting, then import the project once you are sure.
When importing a Primavera SureTrak file, you use this dialog to specify which units of measurement in the project you are importing relate to permanent resources and which relate to costs. Resources in Primavera SureTrak are not categorised as 'permanent', 'consumable' or 'cost', so you need to specify which units of measurement are used for permanent resources and costs to enable Project Viewer to divide the resources appropriately during the import process (any resources that use a unit of measurement that you do not specify in this dialog are imported as consumable resources). You must enter all of the units of measurement that are in use by permanent resources and costs in the Primavera SureTrak project - including any variations such as ‘foot’, ‘feet’, ‘ft’ and ‘ft.’ - to ensure that Project Viewer is able to categorise all resources correctly.
You also use this dialog to specify which template - if any - to apply to the project you are importing. You may wish to apply a template to the project in order to ensure that when the project opens in Project Viewer, it is presented in a familiar way to you - for example, with a particular set of fields displayed in the spreadsheet columns. A small number of templates are provided by default, but you can create additional templates of your own as required.
How to access the Primavera XML & XER Import Options dialog
To access the Primavera XML & XER Import Options dialog, click File, click Import, then click Import from Primavera.
Explanation of the fields and buttons on the dialog
| Field | Description |
|---|---|
| File | The path and file name of the project you are importing. You can either type a file location, name and extension directly into this field, or click Browse to select a file. |
| Browse | Click this button to select the project that you want to import. Alternatively, you can type a file location, name and extension directly into the File field. |
| Use template | If you want to apply a template to the project that you are importing, select the template in this field. If you do not apply a template, the project opens with a default bar chart view that contains a standard set of spreadsheet columns. |
| Username | If you are applying a template to the project that you are importing, enter the user name that is required to open the template, if a user name has been specified in the template. |
| Password | If you are applying a template to the project that you are importing, enter the password that is required to open the template, if a password has been specified in the template. |
| Predecessor |
Click this radio button if the calendar that is applied to the task at the start of a link is applied to link lags.
This field does not apply when you are importing a project from Primavera SureTrak. |
| Successor |
Click this radio button if the calendar that is applied to the task at the finish of a link is applied to the link lags.
This field does not apply when you are importing a project from Primavera SureTrak. |
| 24 hour |
Click this radio button if a 24 hour, 7 day calendar is applied to the link lags.
This field does not apply when you are importing a project from Primavera SureTrak. |
| Permanent |
Enter the units of measurement in the Primavera SureTrak project that are used for permanent resources in a comma-separated list, for example h,hr,hour,d,day,w,week,m,month.
This field does not apply when you are importing a project in XML or XER format. |
| Lump sum cost |
Enter the units of measurement in the Primavera SureTrak project that are used for costs in a comma-separated list, for example $,£,€.
This field does not apply when you are importing a project in XML or XER format. |
How do I...
... import a project that has been saved in Primavera software in XML or XER format?
- Specify the project you want to import either by typing a file location, name and extension directly into the File field, or by clicking Browse to select a file.
- If you want to apply a template to the project that you are importing, select the template in the Use template field and specify the user name and password that are required to open the template (if a user name and password have been set in the template). If you do not apply a template, the project opens with a default bar chart view that contains a standard set of spreadsheet columns.
- Click the appropriate Calendar for link lag radio button to specify which calendar has been applied to link lags in the project you want to import.
- Click OK.
... import a project that has been saved in Primavera SureTrak in STX or DIR format?
- Specify the project you want to import either by typing a file location, name and extension directly into the File field, or by clicking Browse to select a file.
- If you want to apply a template to the project that you are importing, select the template in the Use template field and specify the user name and password that are required to open the template (if a user name and password have been set in the template). If you do not apply a template, the project opens with a default bar chart view that contains a standard set of spreadsheet columns.
- Enter the units of measurement in the Primavera SureTrak project that are used for permanent resources in the Permanent field. Enter the units of measurement in a comma-separated list, for example h,hr,hour,d,day,w,week,m,month.
- Enter the units of measurement in the Primavera SureTrak project that are used for costs in the Lump sum cost field. Enter the units of measurement in a comma-separated list, for example $,£,€.
- Click OK.