Import or Export a Project

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You can export and import a project (depending on your role). This function can be used to transfer a project to another installation of Principal Toolbox.

 

Export a Project

Step 1. Navigate to a folder, to the section Projects and select the row of the project to export.

Step 2. Click on Export, a pop up appears:

dialog export a project

Dialogue export a project

Step 3. Use the check boxes to include documents and users in the export or not, and click OK.

Step 4. Save the export file to your disk.

 

Import a Project

Step 1. Navigate to a folder, to the section Projects and select the row of the project to import.

Step 2. Click on Import, a pop up appears:

dialog import a project

Dialogue import a project

Step 3. Enter the details:

Choose file: select the project file to import. Please note that this has to be a .ptp file. This means that only Principal Toolbox projects that have been exported from other locations/toolboxes can be selected.

Name: enter a name for the project.

Managers: select the project manager.

Use the check boxes to include documents and users in the import or not.

Step 4. Click OK, the project appears in the folder.