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

Overview

Use the Project tab of the Add/Modify Template dialog box to specify project 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.

Project Information tab:

Contract ID field

The contract number.

Reporting Start Date field

The effective start date of the XML file.

Reporting End Date field

The effective end date of the XML file.

Note: The project contact is the person who is responsible for overseeing the project, for example the Project Manager.

First Name field

The first name of the project contact.

Last Name field

The last name of the project contact.

Job Title field

The project contact's job title.

Email field

The project contact's email address.

Country Code field

The project contact's country code.

Phone Number field

The project contact's phone number.

Ext field

The project contact's phone extension.

Project Notes tab:

Add Notes... button

Adds a note item to the list.

Note list

The type for the note field.

Content list

The project notebook topic to export as the selected note type the file.

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 Project tab.