General Tab of the UN/CEFACT Template Dialog Box of the Import/Export Project Dialog Box

Overview

Use the General tab of the Add/Modify Template dialog box to specify general data to be exported to a UN/CEFACT file.

Screen Elements

Template Name field

The name for the import or export template.

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

Contract Details tab:

Contractor Name field

The name of the contractor working on the project. This may be your organizations's name or the name of another organization.

ID field

The contractor's DUNS, DUNS+4 or CAGE code.

Business Type list

The business type.

Security Type list

The security code.

Schedule Type list

The schedule type code.

Effective Start date field

The start date of the XML file.

Effective End Date field

The end date of the XML file.

Postal Address tab:

Project Location field

The location of the project.

Street Address field

The street address of the project location.

City field

The city of the project location.

State field

The state of the project location.

Country field

The country of the project location.

Postal Code field

The postal code of the project location.

Reporting Hierarchical Structure tab:

Export WBS option

Mark this checkbox to export the WBS with the project.

Export OBS field

The structure to export as the Organizational Breakdown Structure for the project. This can be either the OBS or an Activity Code which represents the OBS.

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.
1. Or on the Export tab:
  - In the Export Type list, select UN/CEFACT XML Format 6.
  - In the Project field, click Browse and select a project.
  - Click Manage Templates.
In the Manage Templates dialog box, click a template.
In the UN/CEFACT Template dialog box, click the General tab.

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