Activities Tab of the IPMDAR Template Dialog Box of the Import/Export Project Dialog Box

Overview

Use the Activity tab of the Add/Modify Template dialog box to specify activity data, codes, and user defined fields to be exported to an IPMDAR file.

Screen Elements

Task Fields tab:

Task Subtype ID field

The activity level code or user defined field to export as the task subtype ID for activities.

Task Planning Level ID field

The activity level code or user defined field to export as the task planning level ID for activities.

Control Account ID field

The activity level code or activity or WBS user defined field to export as the control account ID for activities.

Work Package ID field

The activity level code or activity or WBS user defined field to export as the work pacakge ID for activities.

IMP Element ID field

The activity level code or user defined field to export as the lowest level IMP element associated with activities.

SOW Reference field

The activity level code or user defined field to export as the SOW reference for activities.

Subcontractor Reference field

The activity level code or user defined field to export as the subcontractor reference for activities.

Earned Value Technique ID field

The activity level code or user defined field to export as the earned value technique.

Other Earned Value Technique field

The activity level code or user defined field to export as the earned value technique for activities if the technique indicated by the Earned Value Technique ID is OTHER_DISCRETE or FIXED_X_Y.

Source Subproject Reference field

Activity level code or user defined field to export as the Subproject Reference for activities.

Source Task Reference field

Activity level code or user defined field to export as the source task reference for activities.

Comments field

The activity level code or user defined field to export as comments about tasks.

Task Custom Fields tab:

Note: The US Department of Defense validation accepts a maximum of ten custom fields in total. This limit applies to the number of codes plus the number of user defined fields assigned on this page.

Codes area

Group By list

Enables you to group items in the table. Grouping gathers, or groups, together all of the data that contain the same value for the selected data field.

Search

Enables you to perform a search based on the value you enter in the search bar.

Select All / Deselect All option

Indicates whether no items, some items, or all items in the list are selected.

Custom Field Name field

The name of a custom field selected for export.

Custom Field Description field

The description of a custom field selected for export.

UDF area

Group By list

Enables you to group items in the table. Grouping gathers, or groups, together all of the data that contain the same value for the selected data field.

Search

Enables you to perform a search based on the value you enter in the search bar.

Select All / Deselect All option

Indicates whether no items, some items, or all items in the list are selected.

Custom Field Name field

The name of a custom field selected for export.

Getting Here

Click Projects.
On the Projects navigation bar, click EPS.
Click the Actions menu and select Import/Export Projects.
In the Import/ExportProject dialog box, click the Export tab.
On the Export tab:
1. In the Export Type list, select IPMDAR Format.
2. In the Project field, click Browse and select a project.
3. Click Manage Templates.
In the Manage IPMDAR Templates for Project dialog box:
- Click Add to create a new template.
- Or select Row Actions and select Edit to modify an existing template.
In the IPMDAR Template dialog box, click the Activity tab.

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