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Function documentationExport or Import of Project Data

 

With this function you can export or import data of a project, a version, or a project associated with a portfolio item. The following project management systems and formats are supported by Portfolio and Project Management:

  • Microsoft Project

  • XML file

The following project management systems are supported by Portfolio Management only:

  • Project System

  • Project Management

You can start the export as follows:

  • In the item details screen on the Overview view, choose Start of the navigation path You Can Also Next navigation step Export Project End of the navigation path.

  • In the toolbar above the project, choose Export Project.

  • In the project worklist, choose Export Project.

  • In the project version worklist, choose Export Project.

You can start the import as follows:

  • In the item details screen on the Overview view, chooseStart of the navigation path You Can Also Next navigation step Import Project End of the navigation path.

  • In the project worklist, choose Import Project.

  • In the project version worklist, choose Import Project.

Features

Portfolio and Project Management

  • You import or export a project from or to Microsoft Project.

  • You import or export a project from or to an XML file.

Portfolio Management only

  • You import or export a project from or to Project System

  • You import or export a project from Project Management