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Transfer resources from one program to another

5 replies [Last post]
Jihad Daniel
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Joined: 7 May 2005
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Dear Colleagues,

If I want to transfer all resources with their manhours’ figures from one schedule to another one, knowing that the second schedule is a revision of the first (having same number of activities and activties’Id but links have changed).In P3 it was a simple transfer button but in P3e, you need to make export to a database file then open the second program and make import resources only.

Tell me please what is the best way to transfer all resources with their allocated manhours.

Thanks & Regards,
Jihad Daniel

Replies

Bill McMichael
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Joined: 12 Dec 2004
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J Daniel,

When you export a project (XER format), it will also export any resource assigned to that project.

When you import the XER file, there are import configuration options. By default, if the resource doesn’t exist in the new database, it will add it. And by default, if the resource name already exists in the resource pool or dictionary, it will keep existing information regarding its rates, limits, and so forth. If the resource already exists, and you want the resource information from the XER file to update your resource dictionary, then change the import option from "keep existing" to "update existing" for the data type "resources". This is found in the modify import configuration dialog -- part of the import wizard.

Regards,
Bill
Niek Zonneveld
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Joined: 17 Mar 2005
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If you want to see the assignments in the other database you should export the entire project (and not just the resources).

After import you will be able to see the combined effort of the shared resources across the different projects.

Hope this helps, if not please provide some more details of the problem you are facing.
Bill Guthrie
User offline. Last seen 3 years 15 weeks ago. Offline
Joined: 14 Mar 2005
Posts: 262
Thanks for inentifying again another good reason to stick with p3 and avoid p3e

cheers bill
Jihad Daniel
User offline. Last seen 3 years 23 weeks ago. Offline
Joined: 7 May 2005
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They are in different data bases. I tried to use export/import commnand such as exporting only resources from the first schedule to a transfer xer file than going to the second schedule and importing this same file, but this did not work. Is there any other way or did I miss something in the export/import process?

Thanks & Regards,
J.S. Daniel
Niek Zonneveld
User offline. Last seen 6 years 50 weeks ago. Offline
Joined: 17 Mar 2005
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If the projects reside in one database instance (i.e. EPS) I would use copy and paste.