Import/Export Configuration Data Overview

The import and export Primavera Cloud configuration data feature enables you to copy a configuration set from one workspace to another. You can select to export all data, or you can create a custom data set. You should create your ideal environment in test before moving to production. If you want to export and import workspaces, you must select all data. Customized data sets can only be imported in existing workspaces.

Note: You need to be an application administrator to export or import configuration data.

You can export and import the following items:

• Analysis Views
• Calendars
• Charts
• Codes
• Configured Fields
• Cost Categories
• Curve Profile
• Currencies
• Custom Form Mapping
• Custom Logs
• Custom Log Types
• Custom Workflow Mapping
• Dashboards
• Evaluation Matrix
• Field Labels
• Field Mapping Sets
• Folder Templates
• Forms
• Holiday Lists
• Locations
• Measures
• Named Views
  • Activity
  • Portfolio
  • Portfolio Summary Scorecard
  • Project
  • Risk
  • Strategy Summary Scorecard
  • Submittal
  • Task
• Permissions
  • Files
  • Ideas
  • Portfolios
  • Programs
  • Projects
  • Reports
  • Workspaces
• Portfolios
• Print Layouts
• Programs
• Reasons
• Report Layouts
• Reports
• Restricted Configured Fields
• Risk Matrix Templates
• Risk Threshold Templates
• Rules of Credit
• Strategies
• Strategy Types
• Units of Measure
• User Groups
• Workflow Configuration
• Workflow Design
• Workspace Auto-Numbering Settings
• Workspace Security
• Workspace Settings

Notes

• Customized data options do not support the import or export of workspaces or CBSs.
• Any risk matrixes with risk thresholds from other workspaces will not be exported.
• If you export and then import a workflow configuration that is associated with a non-current workflow design, you may not be able to track changes between designs. To prevent unexpected behavior, update any configurations that are flagged as being associated with non-current designs before exporting data.
• Users without Edit permissions for restricted configured fields will receive an error message when attempting to import/export a program.
• When projects are imported, any restricted or non-restricted configured fields that correspond to existing configured fields will maintain their status.