Configuring Primavera XER Templates

Configure Primavera XER templates to define data exchange options for both exporting to and importing from P6 Professional.

To configure Primavera XER templates:

1. Click Projects.
2. On the Projects navigation bar, click EPS.
3. On the EPS page:
   1. Click the Actions menu and select Import/Export Projects.
   2. In the Import/Export Projects dialog box, click the Import or Export tab.
   3. On the Import tab:
      • In the Import Type list, select Primavera XER.
      • On the Import tab, click Browse in the File field and select a Primavera XER file to import.
      • Click Manage Templates.
   4. Or on the Export tab:
      • Click Manage Templates.
   5. In the Manage Templates dialog box, click a template.
   6. In the Modify Template dialog box
      • Configure the lists, options, and fields on each tab.
      • Click Save.

Related Topics

Exporting Projects using Primavera XER

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Last Published Tuesday, January 24, 2023