Import Microsoft Project Data into Oracle Primavera Cloud

Import a Microsoft Project XML file to create a project in Oracle Primavera Cloud containing Microsoft Project activity, resource assignment, and general project data. Only one project can be imported at a time.

To import data from a Microsoft Project XML file:

1. In the object selector, select Project, and then select View Projects List.
2. Configure the view settings to group by workspace.
   1. Select Settings.
   2. In the Manage Views panel, select the Grouping tab.
   3. In the Group By list, select Workspace.
   4. Select Save.
   5. In the Manage Views panel, select Close.
3. In the workspace tree, select a destination workspace for the imported project.
4. Select Actions , and then select Import/Export - Microsoft Project.
5. In the Import/Export - Microsoft Project dialog box, select the Import tab.
6. In the Select File field, select a Microsoft Project XML file.
7. In the Import Action field, select one of the following options:
   • Auto-Detect: Select to allow the application to detect whether a new project should be created or an existing project should be updated.

     Note

     • The XML file name is the project ID. This ID is used to determine which action to take.
     • If you want to update a project that has a different project ID, then select the Update Existing option.
   • Create New: Select to create a new project using the data from the Microsoft Project XML file.

     In the New Project ID field, enter a unique ID for the project.

   • Update Existing: Select to update an existing project.

     In the Import To field, select the project to update.

     Caution: Ensure you choose the correct project. Selecting a non-related project may corrupt the data in your existing project.

   1. Select Import to start the import process.
   2. When the import process is complete, you can review the integration details on the Manage Services page.

Troubleshooting

If you encounter an error that causes the import process to fail, consider the following troubleshooting details before you try again:

• If you receive an error message with a code, make sure that you write down the details. This information helps your application administrator and our Support team find a quicker resolution to your issue. Consult the Error Message Reference Guide to search for more information about the cause and to find a resolution.
• Ensure that you've established an integration connection to Microsoft Project from the parent workspace. This is required for importing or exporting Microsoft Project data.
• To run the import process, you must have the required workspace security privileges to import and add new projects, and the required project security privilege to edit projects. To export a project from the application, you must have the Export Projects global security privilege enabled.
• Check your Microsoft Project Default Business Flow Reference data for potential errors.