Edit Import/Export Profiles
Use the Edit Exchange Profile dialog to select the objects you want to add to the exchange scope of the current profile. Items, that are already in the profile are preselected.
To make the data exchange as flexible as possible, profiles are used to define which objects should be exchanged and which attributes from the selected objects. Also for the exchanging applications, parameters are stored to control the exchange. For import and export, the same profile is used. The profile defines which objects are exchanged.
Important: Make sure that Activity Identifier is always a Selected field when exchanging activities. It is needed to identify the activities.
Ways to access
Click Edit on page 3 of the Import/Export Wizard.
Options
Object settings
In the table, you can select the items to be transferred. When transferring an ASCII text file, only one object can be selected. Double-click the selected row or click <icon>, and the Exchange Settings dialog opens.
Exchange options
Activity Identifier - This setting controls which activity field is used for identifying activities. This is used for the activity exchange itself, but also for all objects that are linked with activities and appear as sub-entries in the tree of objects.
Select Activity ID so it is used for identifying. If Activity Global unique ID is selected, a text field with the name Activity Global unique ID is used. The Activity Global unique ID gets automatically generated for each activity before the export if it does not already exist. After generation and export, it should not be changed.
Distance unit - Set the distance unit (e.g., m, km, miles). Values will be converted regarding the Factor.
Use equation - Check this box to activate the selection list and apply a predefined equation.
Format
Decimal separator - Set the format of the decimal separator, which is used to define the start of the decimal area of the numeric figures.
Note: You can define separators only for tokens (separate from the global display of separators defined by your computer's regional settings) by selecting Tools > Options > Tokens. To customize the separators, both they and the general region have to be changed.
Note: If your Activity List separators do not refresh after changing separators, select View > Restore Default Grid Layouts in the menu. Alternately, you can create a new Activity List so that the definition will be updated.
Change your operating system’s decimal and thousands separators
In Microsoft Windows, select Start > Settings > Time and Language > Region and Language.
Set/confirm your region.
On the same page, select Additional date, time & regional settings > Region > Change date, time, or number formats > Additional settings > Numbers, and change the separator characters by selecting from the lists.
Click OK to close each dialog.
Reboot your computer; otherwise, the changes will not take effect.
Date format - Set the format of the Date (day, month, year) and Time hours, n minutes , AM PM). IMPORTANT: This has to be the same format that the data source uses! Samples. YY-MM-DD, dd.mm.yyyy hh:nn AM/PM.
Number of headlines - Select if there is none, one or two headlines in the source data describing the columns. They will be skipped during import and generated while exporting based on line 1 and line 2 column content.
Separator - Check the Use Tab box to define a field delimiter in a sequence of one or more characters.
Export options
These options are only visible for export.
Group activities from the same progress group into one activity - Check this box to export all Activities in a Progress Group in one record.
Export links to not exported subprojects - Check this box to export even those links that are related to any other subproject that is not in export scope (see also Activity Links).
Import options
These options are only visible for import.
Update not finished Activities only - If this option is checked, only Activities that have not started yet (progress = 0) are updated. Otherwise, they are skipped.
Note: Progress on the Activity level can only be updated through the Activity record if simple progress models are applied to the Activity.
Add resources for new Activities from template - If this option is checked and a new Activity is created based on a template, then also the Resources assigned in the Templates are created.
Reflect bar line information - Check this box to import Activities with identical bar line ID to the same bar line in the Gantt chart. If this is not checked, for each new Activity imported, a new bar line will be created.
Resources import mode - This option controls resource import.
Simple - In this mode resource data on import reflect only a simplified model. Only the total quantity and total cost are imported and converted to Tilos models. This mode allows simplified exchange without reflecting Tilos resource allocation models.
Enhanced - In this mode all Tilos resource attributes can be imported and exported.
Resources update mode - This field controls how resource records should be updated.
Replace all - Before import, all resource allocations of an activity are deleted and created new.
Replace imported - Before import, all previously imported resource allocations of an Activity are deleted and created new. Only manually created records remain.
Add - New records are added; existing records remain untouched.
Assign Sub-Resources - If this option is checked and a component resource is imported, then also all part resources get assigned to the activity.
Delete not updated local links - If this option is set, all remaining not updated Links during import get deleted after import.
Delete not updated external links - Same as above, but for external links.