Is There a Way to Import Activity User Defined Fields (UDFs) Even If the Option "Do Not Import" is Selected For the WBS in the Import Template? (Doc ID 2096863.1)

Last updated on JANUARY 15, 2016

Applies to:

Primavera P6 Enterprise Project Portfolio Management - Version 8.4.8.0 and later
Information in this document applies to any platform.

Symptoms

On : P6 Application

ACTUAL BEHAVIOR
---------------
UDF Value are not Imported if the option for "Do Not Import" is selected for the WBS in the Import Template.

EXPECTED BEHAVIOR
-----------------------
UDF Value should be Imported even if the option for "Do Not Import" is selected for the WBS in the Import Template.

STEPS
-----------------------
The issue can be reproduced at will with the following steps:
1. Login to P6 Web.
2. Create a Project with 1 WBS, then create 1 Activity under this WBS.
3. Assign UDF Value to this Activity, then Export this Project as XML file.
4. Remove the UDF Value from this Activity.
5. Create an Import Template with settings as below:
Global Data-->User Defined Fields , set as Update Existing.
Project Data-->WBS, set as 'Do Not Import'.
6. Import this Project XML file to update the existing Project with this Template.
7. After Import, the UDF Value is not assigned.
8. If change the Import Template settings as below, then UDF Value can be Imported.
Global Data-->User Defined Fields, set as Update Existing.
Project Data-->WBS, set as Update Existing.

BUSINESS IMPACT
-----------------------
The issue has the following business impact:
Due to this issue, users cannot Import UDF without WBS.

Cause

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