Frequently Asked Questions

XerTransfer Standard "Go to Guide"

Congratulations on your purchase of XerTransfer and welcome to the XerTransfer community.

This user guide has been compiled to assist you through the purchase and installation process allowing you to quickly experience the benefits XerTransfer brings facilitating a fast and efficient method of importing and exporting data between Microsoft Project and Oracle Primavera P6.

We have included additional information for issues that could be experienced by a User and we endeavor to regularly update our User Go to Guide and FAQs. 

Scheduling, planning and project controls advice and support outside of technical issues that could be experienced may attract a consultancy fee.    

It is a simple process to purchase your own copy of XerTransfer and the following guide will help you through the process if you are having any difficulty.

  • Open the main page of the XerTransfer website https://xertransfer.com and select the “Purchase” button from the navigation menu.

  • Add XerTransfer to your cart

  • Proceed to “checkout” 

You will need to create an XerTransfer Account before you can proceed with your purchase.

  • Fill in your details and select the check box at the bottom of the page.
  • If you do not accept that you have read and accepted our Terms and Conditions and consent to our Privacy Policy, you will be unable to purchase XerTransfer.
  • Once your details have been completed Proceed to PayPal using the button at the bottom of the page.

  • You will receive a Welcome to XerTransfer email providing your logon details once you have created your account.
  • Keep this email in a safe place as you will need it to log on and download the software.

  • Log into PayPal with the user name and password you received in the XerTransfer email and used to create your account. 

  • Complete your credit card details and required information as requested by PayPal to complete purchase

Licence Key email

Upon completion of purchase, you will receive an email from admin@xertransfer.com containing your licence key for the software.

Do not loose this email and keep your licence key in a safe place. Do not share your licence key with anyone as it is a single user (1) licence key and if installed on another computer you will be unable to use XerTransfer.

You will receive a second email from admin@xertransfer.com containing a link to the “setup.exe” file which will allow you to download and install the software.  

Download the software

  • You can either click on the link in the email you received when purchasing XerTransfer or;
  • You can Log into your “My Account” page using the email account details you received via email.

  • Once you are into the “My Account” page you can navigate to the “Downloads” tab to download your copy of XerTransfer Standard.

  • Select the “setup.exe” file in the Downloads of your account (step 1) and then select the “setup.exe” file (step 2) at the bottom of your web browser.

  • Select “Install”

  • Once the install has been completed select “Close”

  • Open Microsoft Project
  • Select “NO” to requesting an Evaluation Licence

  • The below pop-up box will appear outlining the steps to take to activate your purchased licence. 
  • Select “OK”

  • Step 1 – Navigate to the “Add-ins” menu

  • Step 2 – Select the arrow next to “XER Transfer”

  • Step 3 – Copy and Paste the Licence Key you have been emailed when you purchased XerTransfer

  • Step 4 Activate your purchased Licence Key. Once activated you will see your current Licence ID.

  • Close the dialog box and you are now ready to start using XerTransfer

You are now able to open an .XER file in Microsoft Project and save a Microsoft Project file as an .XER file which can be imported directly into Oracle Primavera P6 via the Add-ins tab in Microsoft Project. 

Refer to sections “How to Open a .XER file in Microsoft Project” and “How to Create a .XER file in Microsoft Project” for assistance.  

Upon download of an Evaluation (Trial) Licence you will receive the following installation guide. 

 
  • Navigate to the “Add-ins” page in Microsoft Project and select “Open XER project file”

  • An alternate method to open an .XER is to navigate to the File menu, select  and t“Add-ins”hen select “Open XER project file”

  • Selecting “Open XER project file” will open the file explorer on your PC where you can select the .XER file you wish to import into Microsoft Project.
  • Two XerTransfer dialog boxes as displayed below will open. Ensure the XER project file you wish to import has been selected and select “OK” to begin importing the .XER file into Microsoft Project.

  • You will see a green progress bar progressing on your screen as the data is being read and imported into Microsoft Project. The time it will take to import your file is dependant on the size of the XER file.

Now that the .XER file has been imported into Microsoft Project you can check the import file for any issues which have occurred during import.

Due to the fundamental differences between Microsoft Project and Oracle Primavera P6 there may be some data errors that may need to be addressed. This will be discussed in sections “Converted Schedules” and Common Issues and Workarounds”.

Any issues that you are experiencing that are not answered in our User Guide or FAQ’s as listed please email support@xertransfer.com 

We do not guarantee a seamless integration and it is imperative that you check all data exchanges.  

  • Navigate to the “Add-ins” page in Microsoft Project and select “Save project XER file”.

  • Save the XER file in the required drive destination for import to Oracle Primavera P6.

  • Ensure the correct project has been selected for exporting to .XER file format.

You now have an .XER file that can be imported directly into Oracle Primavera P6.

Please note that Oracle Primavera P6 has numerous selections for importing and exporting and it is up to the P6 user to ensure they have a fundamental understanding of the Oracle Primavera P6 Import / Export process.

Our recommendation to XerTransfer users is to always send a PDF copy of your schedule along with the electronic file so that your clients can ensure they have imported the data correctly.

Any issues that you are experiencing that are not answered in our User Guide or FAQ’s as listed please email support@xertransfer.com

We do not guarantee a seamless integration and it is imperative that you check all data exchanges. 

Whenever a file is imported or exported between platforms, you should always check the data for errors.  In the case where you are unable to do this because you are not a user of both Microsoft Project and Oracle Primavera P6 user, then you should always send a PDF copy of your schedule to your client.

XerTransfer Standard

Check the below data in your schedule import or export to ensure it has converted error free. If you find the data does not match, you are likely to have a schedule that needs to be cleaned up and the import/export repeated. 

Read through the Frequently Asked Questions and User “Go to Guide” sections “Schedule Structure Guidelines for Conversion from Microsoft into Oracle Primavera P6” and “Common Issues and WorkArounds” for tips on how to prepare a schedule prior to import/export.

      • Dates
      • Logic – Relationships and lags
      • Durations
        • Original Duration
        • Remaining Duration
        • Actual Duration
      • Work Breakdown Structure (P6) or Indent (MSP)
      • Calendars
      • Project Information Dates
      • Summary Level Data

Any issues that you are experiencing that are not answered in our User Go to Guide or FAQ’s as listed please email support@xertransfer.com

We do not guarantee a seamless integration and it is imperative that you check all data exchanges.

Hints and tips that will assist you in importing and exporting between platforms.

XerTransfer has been extensively tested by experience Project Controls Professionals to limit issues related to transferring data between Microsoft Project and Oracle Primavera P6. Due to fundamental differences between platforms and differing levels of scheduling experience between software users more generally, you may encounter errors during data exchange which can be resolved by following a few simple scheduling best practice tips to ensure your file transfers successfully.

XerTransfer has been designed and programmed to account for issues that can arise from poor schedule quality, however it is unfeasible to code the software to account for every possible variable. If you are getting error messages that you can’t resolve please email support@xertransfer.com.

Schedule Structure for Microsoft Project file to be saved as .XER file format. 

  • Assign a Task Calendar to all activities.  If tasks do not have a task calendar assigned, the project standard calendar will be assigned on import to Oracle Primavera P6.
  • Only use constraints on activities when necessary. This will not cause an issue importing to Oracle Primavera P6 but it is good scheduling practice to allow the schedule logic to drive the dates in your schedule rather than constraints.
  • Ensure there are no actual Start dates in the future (after the status date). Actuals in the future will cause the remaining duration in Oracle Primavera P6 to import as a calculation from the data date to the planned activity end date. This will result in an extended remaining duration of the task.
  • Do not add resources or costs to summary level activities. XerTransfer will import summary level activities as a WBS element. Oracle Primavera P6 does not support relationship logic or resources in WBS elements. The data is “rolled up” into the summary level WBS element of all activities that are assigned to that WBS element.
  • Ensure all tasks/activities Task Mode are set to “Auto Schedule” and a “Calculate Project” has been performed. This will ensure that the Microsoft Project schedule has been calculated properly and all tasks are being driven by schedule logic.
 
 
 
  • Ensure every activity has a predecessor and successor logic link except for the Project start and finish milestones.
  • Don’t add predecessor or successor links to summary level activities.

  • When sending an electronic file to a client, always send through a PDF copy so clients Project Controls team can validate the import data as true and correct.
  • Below is the Oracle Primavera .XER file import.

  • Below is the Microsoft Project file. You can see that both Microsoft Project and Primavera P6 match except for the start and finish milestones.

  • Microsoft Project indent level will determine where an activity imports into Oracle Primavera P6
  • Ensure the Microsoft Project file is statused correctly

We recognise that not everyone is a scheduling expert and the experience of users will vary. However, the quality of your schedule will dictate how successful you are at transferring the data between platforms.

Issue:  Missing predecessor and/or successor logic after importing the XerTransfer file into Oracle Primavera P6. 

  • This will only occur if the Microsoft Project file has Predecessor or Successor relationships with a Summary Level activity.
  •  The XerTransfer export process will give you a warning to notify you that this was a problem. In the example below there were two activities that had links to a Summary Level activity.

  • To fix this issue, amend the Microsoft Project file and link the activities up correctly to another activity that is a child of the summary level activity that was previously linked.

Issue: Missing predecessor and/or successor logic after importing the Oracle Primavera P6 .XER file into Microsoft Project.

  • This should only occur if an activity has 2 relationships to the same activity. – Primavera allows an activity to have a more than one link to the same activity such as a finish to start and a finish to finish or start to start. In this instance you will get a warning when XerTransfer imports the XER file into Microsoft Project.

Issue: No Resources in the schedule after importing the XerTransfer file into Oracle Primavera P6. 

  • This functionality is only available in XerTransfer Professional.  If you have purchased XerTransfer Standard you will need to upgrade to XerTranfser Professional to enable the import and export of resources between platforms. 

Issue: Start and Finish dates don’t align between Microsoft Project and Oracle Primavera P6.

  • There can be many reasons for this issue and it will come down to how the Microsoft Project file was prepared.

Issue: Calendars do not align 

  • Check that each task in Microsoft Project has the correct Task Calendar assigned.  XerTransfer has been extensively tested, the import and export of calendars and this feature should remain error free.

Issue: The schedule dates in Oracle Primavera P6 don’t align with Microsoft Project after the project is scheduled.

  • This will occur if Microsoft Project hasn’t been statused correctly. Review previous section “Schedule Structure Guidelines for Conversion from Microsoft Project into Oracle Primavera P6” for hints and tips on how to prepare an Microsoft Project schedule for import into Oracle Primavera P6.  

Frequently Asked Questions

The Frequently Asked Questions section will be continually updated as we receive questions and feedback that may assist others.

If you have an issue or question please email support@xertransfer.com and we will endeavour to respond to your request as soon as possible. 

I cant install XerTransfer

  • The warning below appears if you already have XerTransfer installed on your PC.
  • Go to “Add Remove Programs” and uninstall XerTransfer and then reinstall the new file.

  • You are getting this error because windows is blocking you from downloading the software in the Trust Manager 

  • When unstalling XerTransfer, always perform the action from the control panel rather than just the add remove function. 

  • Right click on XerTransfer and select “Uninstall”

If you would like to ensure any web based or cloud based service such as Project Online via the Project Online Desktop Client or Windows Desktop Client you access to use Microsoft Project or Oracle Primavera software is compatible, you are able to download a trial version of XerTransfer to test integration and compatibility prior to purchase.   

Should you encounter any issues with install of XerTransfer please inform support@xertransfer.com

XerTransfer Capability Demonstration

If you have a question not answered here contact support@xertransfer.com