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:

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