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

Overview

Use this tab of the to select the notebook topics you want to use to exchange data with Microsoft Project notes. Notes from the import file are imported into the selected notebook topics. Data from the notebook topics are exported to Microsoft Project notes.

Screen Elements

Project notes list

The Microsoft Project notebook topic to exchange data with a project notebook.

WBS notes list

The Microsoft Project notebook topic to exchange data with a P6 WBS notebook.

Activity notes list

The Microsoft Project notebook topic selected to exchange data with an activity notebook.

Export all notebook topics to Microsoft Project notes option

Determines whether to export all notebook topics associated with the project, WBS, or activity to the notes field in Microsoft Project.

For export, this option overrides the previously-selected notebook topics.

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 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.
In the Manage Templates dialog box, click a template.
In the Modify Template dialog box, click the Notebooks tab.

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