Activity Tab of the MSP Template Dialog Box of the Import/Export Project Dialog Box

Overview

Use this tab to configure activity import and export options.

Screen Elements

Import milestones with resource assignments as options

Start milestones with expenses: Imports milestones as start milestone activities with related expenses. If selected, the Import Microsoft Project's fixed costs as expenses option should be selected to ensure that expenses related to milestones are imported.

Activities with resource assignments: Imports task dependent activities with associated resource assignments.

Import Microsoft Project's Task ID field to options

Activity ID: Imports the Task ID field to the Activity ID of P6.

User defined text field: Imports the Task ID field to a user-defined text field.

Import Microsoft Project's fixed costs as expenses option

Determines whether to import Microsoft Project fixed costs to P6 expenses.

This option causes expenses related to milestones to be imported if the option Start Milestones with Expenses was previously selected.

Export section:

Export Activity ID to Microsoft Projects task field option

Determines whether to export a P6 activity ID to a Microsoft Project task field.

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 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 Activity tab.

Related Topics

About Importing and Exporting Projects

Configuring Microsoft Project Templates



Last Published Wednesday, July 10, 2024