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

Overview

Use this tab to configure basic information for the template.

Screen Elements

Template Name field

The name for the import/export template. This field is required and can contain up to 40 characters.

Select a currency list

Determines the currency used in cost fields.

Import Microsoft Project summary tasks as WBS summary activities option

Determines whether 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 list

Determines which of the ten Microsoft Project baselines the application will use for planned or budgeted values.

Selecting 0 indicates the current project baseline.

Tips

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 list.
    2. Click """"MSP Export Template Options or """"MSP Import Template Options.
  6. In the Modify Template dialog box, click the General tab.

Related Topics

Configuring Microsoft Project Templates


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