prim35890:When importing an XER file what import actions are available

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 Update Existing Project

• The existing project is updated with any new/modified data in the XER file; adds new data if the record does not exist 


• All currently open projects will be listed

Create New Project

• The existing project’s data remains the same and a new project is created

*NOTE – You must select Create New if you want Project Management to import past period data.  If you choose any other option, past period actual values are not imported.  If you select the Create New option, past period data will only be imported if the defined financial periods are EXACTLY the same in both databases

Replace Existing Project

• The existing project is deleted and replaced with the project imported from the XER file

*NOTE – Baselines and Timesheets assigned to the project are deleted when using this option

Ignore this Project

• The project is not imported into Project Management

Add Into Existing Project

• You can merge the project you are importing within an existing project.


• You need to select a WBS within the project.


• The imported project is appended to the selected WBS