Manage Primavera Templates Dialog Box, Manage Primavera XER and XML Templates Dialog Box, Manage MSP Templates Dialog Box, Manage UN/CEFACT Templates Dialog Box, Manage IPMDAR Templates Dialog Box, or Manage CPP Templates Dialog Box of the EPS Page

Overview

Use this dialog box to manage templates for importing and exporting projects. You can configure a template by clicking the template name in the list.

Screen Elements

"" Add button

Adds an item to the table.

"" Import Template button

Imports a template to the list. To see this button, select the DOE - CPP export format.

"" Refresh

Refreshes the current screen with any new, updated, or removed data. To see this button, select the DOE - CPP export format.

"" Search

Searches the view or dialog box for data matching the criteria entered into the box.

Name field

The name for the import or export template.

Updated by field

The username of the person who most recently updated the template. This field is only available in the Manage Primavera XER and XML Templates dialog box.

Updated Date field

The date and time the template was most recently updated. This field is only available in the Manage Primavera XER and XML Templates dialog box.

Note:

  • To modify a template, click the template name to open the template customization panel.
  • To rename a template, double click the name cell and edit the existing name or type a new name.

"" Context menu

Edit: Enables you to modify the template.

Add: Adds a new template with a default name.

Delete: Deletes the template.

Duplicate: Duplicates the template.

Export: Exports the template.

"" Back button

Returns to the Import/Export Projects dialog box.

Getting Here

  1. On the "" Navigation Menu, expand "" Projects and click EPS.
  2. Click the Actions"" menu and select Import/Export Projects or Manage Import Templates.
  3. If you selected Import/Export Projects:
    • Click the Import or Export tab.
    • On the Import tab, in the Import Type list select Primavera XML or Primavera XER, in the File field, select a file, then click Manage Templates.
    • On the Export tab, in the Export Type list select UN/CEFACT XML Format 6, IPMDAR Format, DOE - CPP, or any of the Microsoft Project formats, select a file if necessary, then click Manage Templates.