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Modify Template dialog box

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In the Modify Template dialog box, create a new template or modify an existing template for exchanging data between P6 Web Access and Microsoft® Project or other third-party applications.

Notes:

What options are available?

 

Field Definitions

General tab

Template Name
Enter a name for the import/export template.

Select a currency
From the menu, select a currency to use for values in cost fields.

Note: If your currency is not displayed, contact your P6 administrator, who can add it to the menu.

Import Microsoft Project summary task as WBS summary task
Mark to import a summary task from Microsoft Project as a P6 WBS summary task in addition to the WBS hierarchical element.

Select the Microsoft Project baseline to use for planned/budgeted values
Select one of the ten Microsoft Project baselines for planned or budgeted values. Selecting 0 indicates the current project baseline.

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Activity tab

Import:
Import milestones with resource assignments as
Select one of the following:

Start milestones with expenses to import milestones as start milestone activities with related expenses.

Note: If you select this option, also mark the Import Microsoft Project's fixed costs as expenses check box to ensure that expenses related to milestones are imported.
Activities with resource assignments to import task dependent activities with associated resource assignments.

Import Microsoft Project's Task ID field to
Select one of the following options to indicate how to import the Microsoft Project Management Task ID field:

Activity ID to import the Task ID field to the Project Management module's Activity ID field.

User defined text field to import the Task ID field to or a user defined text field.

Import Microsoft Project's fixed costs as expenses
Mark the check box to import Microsoft Project fixed costs to P6 Web Access expenses. This option causes expenses related to milestones to be imported if you previously checked the option to Start Milestones with Expenses.

Export:
Export Activity ID to Microsoft Projects task field
Mark the check box to export a P6 Web Access Activity ID to a Microsoft Project task field, then select the task field from the menu.

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Resource tab

Choose the Microsoft Project field to import as the Resource ID
Select to import the Microsoft Project Resource Name or Resource Initials to import as the P6 Web Access Resource ID.

If a resource already exists
Select one of the following:
Keep existing resource Retains the resource in the existing project and does not overwrite it with the resource from the import file.
Update existing resource Overwrites the resource in the existing project with the resource from the import file.
Add a new resource Retains the resource in the existing project and adds a new resource for the resource in the import file. The system creates a Resource ID for the new resource by appending a hyphen followed by a sequential number to the Resource ID when it is imported.

Add a new resource if a resource does not exist
Mark Add New Resource if you want to add resources and their assignments from the import file to the existing project. This option only affects resources that do not currently exist in the Project Management module.

Import under resource
Enter the name of the resource under which to place Microsoft Project resources that do not yet exist in P6 Web Access.
 
Note: If resource security is enabled, and a resource you do not have privilege to access is selected, new resources will be added under the resource root node and resource security settings will be ignored.

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Notebooks tab

From the following menus, select the notebook topics you want to use to exchange data with Microsoft Project notes. Notes from the import file are imported into the selected notebook topics. Data from the notebook topics are exported to Microsoft Project notes.

Project notes
Select a Microsoft Project notebook topic to exchange data with a P6 Web Access project notebook.

WBS notes
Select a Microsoft Project notebook topic to exchange data with a P6 Web Access WBS notebook.

Activity notes
Select a Microsoft Project notebook topic to exchange data with a P6 Web Access activity notebook.

Export all notebook topics to Microsoft Project notes
Mark to export all notebook topics associated with the project, WBS, or activity to the notes field in Microsoft Project. For export, this option overrides the previously-selected notebook topics.

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Custom Field Mapping tab

Select Subject Area
Choose the area of the product for which you want to define custom field mappings. You can choose Projects, Resources, Activities, or Activity Resource Assignments.

MSP field
Lists the field from Microsoft Project for which you can map to a user defined field in the Project Management module. You cannot edit this field.

Project Management field
Choose the user defined field to map to the Microsoft Project field.

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