- Use Preview a source file for a supported XLSX or P6 XER source. Set the correct source type and worksheet/mapping where applicable.
- Inspect identities, values, warnings and reporting dates in the preview before confirming.
- Review ambiguous relationships and missing identifiers; do not guess joins or copy a parent’s activities onto children.
- Use the same stable source name for a subsequent complete snapshot, and separate names for partial extracts.
File dates do not establish reporting dates. Use Confirm reporting date only with report or owner evidence and a review note. Imports never approve a baseline, document or construction release. A later dated upload can verify a correction only when both sources align.