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Create Ticket Import Data Source Using P6 XER

Note: Projects must create a data source to link their files to prior to using the ticket import feature

Written by Corrine Shuler

To create a P6 XER ticket import data source:

  1. Click the three-dotted button next to the project name.

  2. Select Project Settings.

  3. Under the Data Sources drop down menu, click Create New Data Source.

  4. Enter a Data Source Name (for example, P6 XER).

  5. From the Data Source Type dropdown, select P6 XER.

  6. Select a Ticket Time Resolution:

    • Day – Import ticket durations in days.

    • Time/Hours – Import ticket durations in hours and minutes for plans with Precision Time Planning enabled.

  7. Enter a WBS Separator.

  8. Click Save.

For more information on how to import tickets into Touchplan from Primavera P6 XER click here.

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