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Creating a template for importing new activities

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Create a Microsoft® Excel® template to use for importing new activities into a P6 Web Access project.

Create an activity view for the data you want to import
  1. Determine the data you want to import into your project. The data types correspond to columns of the activity table in the Activities page of P6 Web Access.
  2. In the Activities page, create a view with columns for the data you want to import. For information on choosing the columns to display in the Activities page, see Choose and sort the columns that display on the Activities page.
  3. In the Activities page toolbar, click the Get Dependent Projects Action menuarrowarrow.

  4. Select Create Import Template Create an import template.

The import template is created as a Microsoft Excel file with the default file name, ExportDataToSpreadsheet.

  1. Click OK to view the template if you want to modify it and save it with a different file name, or click Save.
Note: The import file contains two rows of column headings that match the columns you previously selected to display in the activity table. The first row of headings indentify the data to be imported into each column of your activity view. Do not change the content in columns of the first row. The second row contains descriptive information that is not used by the import process. You can modify the content in the second row.

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