Importing Desktop Projects

Import is the fastest way to move an existing Microsoft Project, Primavera, ProjectLibre Desktop, or related schedule into ProjectLibre Cloud — preserving structure, links, and (when you map or create resources) assignments — then unlock collaboration, AI, and advanced cloud scheduling. This chapter provides the complete import workflow.

See also: Create project — Import · Creating a New Project · Resources · Resource Leveling · Assigning Resources.

Watch: Import projects (current UI) — import walkthrough: import a schedule end to end. Resource matching / pool: Import Project.

Supported File Formats

The New Project → Import modal detects the file type automatically.

• Microsoft Project — .xml, .mpp, .mpx

• ProjectLibre — .pod

• Primavera P6 — .xer, P6 XML

• GanttProject — .gan

• Asta Powerproject — .pp

• Phoenix — .ppx

• “…and most other scheduling formats” — auto-detect (modal copy).

Current UI format list — Choose file

How to Import a Project

Primary path (current UI) — Portfolio + Add → New Project → Import

1. Go to sidebar Portfolio.

2. Click toolbar + Add → modal New Project.

3. Select mode Import (alongside Blank / AI).

4. Project name is optional — helper: Leave blank to keep the imported file’s name.

5. Click Choose file and pick the schedule (demo: Engineering project.xml; picker may also show .mpp / .pod.xml).

6. Wait for Parsing <filename>…; footer Import stays disabled until ready. Cancel remains available.

7. Configure resource mapping (next section), optionally check Open the project on completion, then click Import.

8. Land in Project → Gantt (demo title Engineering project when name left blank).

Parsing… — Import disabled until the file is ready

Resource options ready — demo selects Create resources, then Import

After import — full schedule on Project → Gantt

Managing Imported Resource Assignments

After parse, the modal asks what to do with resources found in the file. Import workflow offers three strategies:

• Create resources — each imported resource becomes a new project resource (with its calendar); override any row in the table.

• Map resources — match Imported resource → Company resource using Matching method: Auto (closest by name and email; unmatched can import as new) or Field.

• Leave unassigned — bring the schedule without assignments; staff later in Cloud.

The mapping table shows per-row Company resource dropdowns (options include: Import new resource, Leave unassigned, plus pool names).

Import Project modal — resource matching options

Map resources + Matching method Auto

Leave unassigned — schedule without bringing assignments

Matching fields & pool prerequisite

When you choose Map resources, use matching fields such as Name and Email to pair imported resources with people already in the company Resources pool. Confirm spelling and email values against the resource pool before importing.

Matching fields — Name / Email

Match by Name — Imported Company pairs fill when pool names exist

Company Resources pool — prerequisite for successful name match

Success toast: Project imported

After import — baselines, assignments, Peak Units

baselines and resource assignments come along when mapping/creating. Zoom the Gantt, select tasks, and read the bottom Peak Units histogram for overallocation. Hover an overallocated zone for the “level this zone” tooltip, then open Level resources (Preview / Level). Deep leveling procedure: Resource Leveling — the import videos show Preview, not a full level run.

Post-import Peak Units — overallocation visible immediately

Level resources Preview (see Resource Leveling for the full procedure)

Watch the import videos

Video	Link	Role
Import projects	youtu.be/XkR2RD8GchA	Primary — New Project → Import, Create resources, Auto match, Peak Units / Level Preview
Import Project	youtu.be/G3tOEX2DppU	Additional options — dedicated Import icon, Leave unassigned / Map, Matching fields, pool prerequisite, toast