prim14380:How to Configure Primavera Contractor 4.1 to Import from Expedition 8.5, 9.x / Contract Manager 10.x, 11.x

1. In Primavera Contractor, click on Project, Project Properties.

2. Click on the Expedition tab on the left side of the form.

3. Check the box ‘Allow this product to link with Expedition’

4.  Enter the following required information:

        – Expedition Project Name

        – Data Source or Group Name

        – URL Address for Expedition 9.x, 10.x, or 11.x.  You do not need to enter anything in the field if you are connecting to Expedition 8.5.

5.  Go to File, Import From Expedition and place a check in the boxes next to all of the fields to import. 

6.  Click on Import to retrieve the project data. 

7.  You will receive the following warning after clicking Import:

   ‘Schedule, cost, and dictionary information are about to be imported from Expedition, overwriting the current project.  You may want to backup the project before proceeding.  Click Cancel to return to the schedule and create a backup, or click OK to import the information now.’

8.  Click OK to continue or Cancel if you wish to backup the current project. 

9.  To view Expedition Documents, click View, Show On Bottom, Activity Details.  

10.  Then click View, Bottom Layout Options and double click on ‘Expedition Docs’ from the available tabs. 

11.  Under the Expedition Tab, click ‘Refresh’ to view the most current documents.