Modify Template or View Template dialog box
Use the Modify Template dialog box to select the options used when importing and exporting data for use with Microsoft Project or other third-party applications.
If resource security is enabled, some restrictions apply when importing resource and resource assignments. For details, click the Resource link below.
The following tabs are available:
- General tab - Modify Template dialog box
- WBS tab - Modify Template dialog box
- Global tab - Modify Template dialog box (P6 EPPM Only)
- Project tab - Modify Template dialog box (P6 EPPM Only)
- Activity tab - Modify Template dialog box
- Resource tab - Modify Template dialog box
- Notebooks tab - Modify Template dialog box
- Custom Field Mappings tab - Modify Template dialog box
Related Topics
Introduction to Resource Security
General tab - Modify Template or View Template dialog box
WBS tab - Modify Template or View Template dialog box
Global tab - Modify Template or View Template dialog box (P6 EPPM Only)
Project tab - Modify Template or View Template dialog box (P6 EPPM Only)
Activity tab - Modify Template or View Template dialog box
Resource tab - Modify Template or View Template dialog box
Notebooks tab - Modify Template or View Template dialog box
Custom Field Mappings tab - Modify Template or View Template dialog box
Last Published Thursday, October 9, 2025