Modify Template Dialog Box of the Import/Export Project Dialog Box

Overview

Use this dialog box to create a new template or modify an existing template to exchange data between P6 and Microsoft Project or other third-party applications. When importing from Microsoft Project to P6, you are required to use an import file and an import template. You can create or select and customize an import template in this dialog box.

Screen Elements

General tab

See General Tab of the Modify Template Dialog Box of the Import/Export Project Dialog Box.

Activity tab

See Activity Tab of the Modify Template Dialog Box of the Import/Export Project Dialog Box.

Resource tab

See Resource Tab of the Modify Template Dialog Box of the Import/Export Project Dialog Box.

Notebooks tab

See Notebooks Tab of the Modify Project Template Dialog Box of the Import/Export Project Dialog Box.

Custom Field Mapping tab

See Custom Field Mapping Tab of the Modify Template Dialog Box of the Import/Export Project Dialog Box.

Tips

  • In addition to importing entire projects into and exporting projects from P6 EPPM version 8.0, you can import activities into a current project or export activities to a project in P6 or another application.
  • The Import or Export Type must be set as Microsoft Project XML (2007) to enable the options icons.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" EPS.
  3. On the EPS page, click the Actions menu and select Import/Export "" XML Project Import/Export.
  4. In the Import/Export Project dialog box, click the Import or Export tab.
  5. On the Import or Export tab:
    1. Select Microsoft Project XML (2007) from the Import or Export Type lists.
    2. Click """"MSP Export Template Options or """"MSP Import Template Options.

Related Topics

Configuring Microsoft Project Templates


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