This article explains how to reimport files to and from Primavera, enabling you to keep your native planning tool in sync with Geniebelt. In this setup, your planning tool remains responsible for managing the schedule, while Geniebelt is used for tracking progress and facilitating team communication.
Export the progress in Geniebelt to XER to reimport to your Primavera:
When using reimport for Primavera, Geniebelt should be used only for assigning tasks and tracking progress, not for editing dates, tags, or other elements of the project structure.
Note: you cannot undo a reimport!
To perform a reimport, you must be a Project leader or Project admin.
Important before using reimport feature:
To ensure Reimport works correctly, you must use the same file as the initial import, as syncing relies on task IDs from your planning tool. Using a copy or modified file may cause errors. If a task is deleted and recreated, it will not match during reimport due to a changed ID.
Baseline
Every time you do a reimport, a new baseline is automatically created.
When reimporting a file, Geniebelt updates your project as follows:
Group and task structure β The hierarchy of groups and tasks is refreshed.
Update existing tasks β Tasks that match by task ID are updated, including:
Name
Start and finish dates
Working week
Add new tasks β Any task in the reimported file that does not match an existing Geniebelt task will be created as a new task.
Orphaned tasks β Any Geniebelt task that does not match a task in the reimported file will be moved to a group at the bottom of the project called:
"Tasks, milestones, and groups orphaned after re-import [DATE]"
When reimporting a file, Geniebelt will not remove nor update the following information added to the schedule in Geniebelt:
Attachments
Assignees
Actual dates (unless you choose to overwrite them, see below)
Custom fields
Progress (unless you choose to update it, see below)
Update progress and overwrite actual start and end dates
If you choose to update progress, all progress in Geniebelt will be updated to match the values in Primavera.
If you choose to overwrite the actual start and end dates, those dates will be cleared after reimport.
Following items will be deleted when doing a reimport:
Holiday calendar
The holiday calendar will be removed when doing a reimport. You can add it again once the reimport is complete.
Dependencies
This applies to both those created during the initial import and those added manually afterward.
Tags
Description
Reporting options set to units is changed back to percentage
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