Codes Tab of the Import Template Dialog Box of the Import/Export Project Dialog Box

Overview

Use this tab to use, demote, or remove codes and to rename codes and code values present in the XML file.

Screen Elements

Basic Action section:

Global/EPS Activity Codes and Values list

Determines how global and EPS specific activity codes and code values are imported. To see this list, select the Activity subject area in the Advanced section.

Project Codes and Values list

Determines how project codes and code values are imported. To see this list, select the Project subject area in the Advanced section.

Resource Codes and Values list

Determines how resource codes and code values are imported. To see this list, select the Resource subject area in the Advanced section.

Assignment Codes and Values list

Determines how assignment codes and code values are imported. To see this list, select the Assignment subject area in the Advanced section.

Role Codes and Values list

Determines how role codes and code values are imported. To see this list, select the Role subject area in the Advanced section.

Advanced Actions section:

Select Subject Area list

Determines the area of the product for which you want to define codes.

Name list

Displays the name of the code and their values in hierarchical form grouped by New and Saved. Data that is new in the XML file will appear under New and data already saved in an the existing template will appear under Saved.

Scope list

Displays the scope of an Activity Code.

Action list

Determines if the code is used, demoted, or removed.

New Name field

The new name for the code and code values.

Getting Here

Click Projects.
On the Projects navigation bar, click EPS.
On the EPS page, click the Actions menu and select Import/Export Projects.
In the Import/ExportProjects dialog box:
1. Click the Import tab.
2. Click the Import Type list and select Primavera XML.
3. Click the File field and select a file to import.
4. Click the Manage Templates button.
In the Manage Primavera Templates dialog box, click the name of a template.
In the Primavera Template dialog box:
1. Click the Advanced tab.
2. On the Advanced tab, click the Codes tab.

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