Creating Import Templates
Create a Microsoft® Excel® template to use when importing new activities into a P6 project.
To create import templates:
- Open one or more projects in the Projects section using one of the following methods:
- Click
Projects to open the last project or group of projects you were working with. - Click the
Projects menu and choose one of the most-recently used projects or group of projects. - Click the
Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
- On the Projects navigation bar, click
Activities. - On the Activities page:
- Select an activity view from the Activity View list and configure it to include the columns you want in the import template. See Configuring Activity View Columns.
- Click the Actions
menu and select Import/Export Create Import Template.
- In the File Download dialog box, click Open to modify the template or click Save to save and close it.
Tips
- The import template is created as a Microsoft Excel file with the default file name, ExportDataToSpreadsheet.
- When you select columns for your activity view, include Activity ID or Activity Name to ensure that these fields are added to the import file spreadsheet. These fields are required in the spreadsheet to ensure that activities added during import are uniquely identified in your project when the import has completed.
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