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Configuring Microsoft Project Templates

Configure Microsoft® Project® templates to define data exchange options for both exporting to and importing from Microsoft® Project®.

To configure Microsoft® Project® templates:

  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 XML Project Import/Export dialog box, click the Import or Export tab.
  5. On the Import or Export tab:
    1. Select Microsoft Project XML from the Import or Export Type list.
    2. Select a template from the Microsoft Project Template list.
    3. Click """"MSP Import Template Options or """"MSP Export Template Options.
  6. In the Modify Template dialog box:
    1. Configure the lists, options, and fields on each tab.
    2. Click Save.

Tips

The area you select from the Select Subject Area list on the Custom Field Mapping tab determines what appears in the Project Management and Microsoft Project Fields.

Related Topics

Exporting Projects using Microsoft Project XML

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


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