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General Tab of the MSP 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 or export template.

This field is required and can contain up to 40 characters.

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.

Planned/budgeted baseline 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.

Getting Here

1. Click Projects.
2. On the Projects navigation bar, click EPS.
3. Click the Actions menu and select Import/Export Projects.
4. In the Import/ExportProject dialog box, click the Import or Export tab.
   1. 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.
   2. 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, click the General tab.

Related Topics

About Importing and Exporting Projects

Configuring Microsoft Project Templates

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Last Published Wednesday, July 10, 2024