Integration Configuration Page of the Integration Wizard

Use this page to create a new configuration or select an existing one.

Imported data includes, but is not limited to, project structures, coding, control accounts and work packages, budget and forecast spreads, project status, resource information, and rates. The data to be imported can reside in either a scheduling tool or an import file.

Contents

Field	Description
Create a new configuration	Select this option to create a new configuration. This option is enabled only if you have rights to create configurations as defined by your system administrator.
Open an existing configuration	Use this field to select a configuration that is defined and stored in the database. Click to select a saved configuration using the Lookup dialog box. You can click the column header to sort the data in the column. Note: The Lookup dialog displays only personal configurations and those shared for all users. If you do not have rights to create a new configuration but can open an existing configuration, you will only have rights to change the file selection. All other Wizard pages will be filled in but disabled based on the saved configurations.
Description	This field is enabled only when you select the Open an existing configuration option. This field displays the description of the selected configuration.
Where are you loading the data from?	Use this field to select the source of the data you will import. Files: Select this option if you are importing data from files. Attention: For more information, see Data Import Using Files. Microsoft Project XML: Select this option if you are importing data from Microsoft Project XML. Attention: For more information, see Data Import from Microsoft Project. Microsoft Project Server: Select this option if you are importing data from Microsoft Project Server. Attention: For more information, see Data Import from Microsoft Project. Open Plan: Select this option if you are importing data from Open Plan. Attention: For more information, see Data Import from Open Plan. Primavera: Select this option if you are importing data from Primavera. Attention: For more information, see Data Import from Primavera. Note: This field is disabled if you select an existing configuration.

Video

Title	Description
Integration Wizard-Getting Started	View this video to begin using the Integration Wizard: This is the first in a series of videos explaining the Integration Wizard.