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:

Click Projects.
On the Projects navigation bar, click EPS.
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 Microsoft Project XML.
  - On the Import tab, click Browse in the File field and select a Microsoft Project XML file to import.
  - Click Manage Templates.
4. Or on the Export tab:
  - In the Export Type list, select a Microsoft Project XML file type to export.
  - 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.

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.

Note: Once data is exported from P6 into another project management tool, dates, durations and other data may no longer reflect those in P6 if the other project management tool recalculates this data.

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