import and export of xml files from and to primavera p6 web 8

proadvise GmbH E-Mail: [email protected] Ust. ID Nr. DE226366353 Brühlweg 4 Web: www.proadvise.com 73663 Berglen Volksbank Stuttgart eG Tel : +49 (0) 700 / 776238473 Geschäftsführer: Ingo Betz, Andreas Kories BIC-Code: VOBADESS Fax : +49 (0) 7195 / 970885 Amtsgericht Stuttgart, HRB 264626 IBAN: DE47600901000507000005

Import and Export of xml files from and to Primavera P6 Web 8.3

(V 1.00)

_________________________

Erlangen, 23.09.2013

Import and Export of xml files from and to Primavera P6 Web 8.3 Version: 1.00

© proadvise GmbH of 50

File name: 2013_09_23_XML_Import_Export_Features_P6R83_V100.docx Autor: Wölfel, Kristin

Table of Contents

1 REVISION HISTORY AND APPROVALS ........................................................................... 5

1.1 Revision History.................................................................................................................. 5

2 INTRODUCTION ................................................................................................................ 6

3 IMPORT ............................................................................................................................. 6

3.1 Required access privileges ................................................................................................. 6 3.2 Oracle Primavera P6 EPPM XML ....................................................................................... 8 3.3 Microsoft Project XML ...................................................................................................... 24

4 EXPORT .......................................................................................................................... 36

4.1 Oracle Primavera P6 EPPM XML ..................................................................................... 36 4.2 Microsoft Project XML ...................................................................................................... 38




Illustrations

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




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 ..................................................................................................................................... 45 Abbildung 52 Select and Modify MS Project XML Export Template - Custom Field Mapping Resource Assignments.................................................................................................................. 46 Abbildung 53 Select Project to export ............................................................................................ 47 Abbildung 54 Save Export File ...................................................................................................... 47 Abbildung 55 Save Export File 2 ................................................................................................... 48 Abbildung 56 Save Export File 3 ................................................................................................... 49 Abbildung 57 Open XML File ......................................................................................................... 50




1 Revision History and Approvals

1.1 Revision History

Project pa intern

File Name 2013_09_23_XML_Import_Export_Features_R83_V100

Sharepoint ID

Owner Kai Viessmann

Version Date Description of Change Made by

1.00 23.09.2013 Initial creation Kai Viessmann

Table 1 - Revision History




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.





The Privileges Add/Edit/Delete Global Activity Codes/UDF/Calendar is not needed to import

projects with Global Activity Codes/UDFs/Calendars!





Abbildung 4 Illustration 1 Required Global Privileges 4

3.2 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




Abbildung 5 Menu Entry Import/Export

In the Import/Export Project dialog box, choose the Import tab.

Abbildung 6 Import Project Tab 1




In the File Upload dialog box, select a file and click Open.

Abbildung 7 Import Project - Choose Project




Select an option for Import Action.

Abbildung 8 Define Import Action

Select a location for Import to.

Abbildung 9 Define Import Location




If there are more than one project in the .xml file, all projects will be displayed here.

Abbildung 10 Multiple Project Import




Select and modify import template

Abbildung 11 Select Import Template




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




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




Under “Advanced”, new options are introduced in P6 8.3. 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




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”.




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




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




After completing all settings, save the template needs to be saved.

Abbildung 19 Save Import Template




Select the EPS node to import the selected project(s) to.

Abbildung 20 Select EPS Node




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




Abbildung 24 Display Log File




3.3 Microsoft Project XML

For import of MS Project xml, select Import Type Microsoft Project xml.

Abbildung 25 Import MS Project XML




Select and modify import template.

Abbildung 26 Select MS Project Import Template




Abbildung 27 Modify Import Template - Resources




Abbildung 28 Modify MS Project Import Template - Notebooks




Under the tab “Custom Field Mapping”, you can select Subject Areas “Projects”…

Abbildung 29 Modify MS Project Import Template - Custom Field Mapping Project




… WBS…

Abbildung 30 Modify MS Project Import Template - Custom Field Mapping WBS




… Activities …

Abbildung 31 Modify MS Project Import Template - Custom Field Mapping Activities




… and Activity Resource Assignments.

Abbildung 32 Modify MS Project Import Template - Custom Field Mapping Resource Assignments




Then select the file to import …

Abbildung 33 Select MS Project XML File




… and the EPS node to import to.

Abbildung 34 MS Project XML - Select EPS Node




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




Abbildung 38 Abbildung 35 MS Project XML Import - Check Log File




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 3.

1. To export a Primavera xml file go to “Import/Export” – “XML Export/Import” in the EPS –

View.

Abbildung 39 Import/Export Menu




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




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




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




Abbildung 46 Select and Modify MS Project XML Export Template - Notebooks




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




This mapping functionality is available for UDFs on Activities…

Abbildung 48 Select and Modify MS Project XML Export Template - Custom Field Mapping Activities 2




…Projects…

Abbildung 49 Select and Modify MS Project XML Export Template - Custom Field Mapping Projects




…WBS…

Abbildung 50 Select and Modify MS Project XML Export Template - Custom Field Mapping WBS




…Resources…

Abbildung 51 Select and Modify MS Project XML Export Template - Custom Field Mapping Resources




…and Activity Resource Assignments.

Abbildung 52 Select and Modify MS Project XML Export Template - Custom Field Mapping Resource Assignments




Select the project to be exported.

Abbildung 53 Select Project to export

Click “Export” and save the exported file.

Abbildung 54 Save Export File




Abbildung 55 Save Export File 2




Abbildung 56 Save Export File 3




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

import and export of xml files from and to primavera p6 web 8

Documents