Basic Tab of the Primavera XML or Primavera XER Template Dialog Box of the Import/Export Project Dialog Box

Overview

Use this tab to modify the selected option by choosing the action to take when the same data exists in the import file and the project being updated.

Screen Elements

Template Name field

The name for the import or export template.

This field is required and can contain up to 40 characters.

Import Type list

Determines whether the template is available for XER file imports, XML file imports, or XER and XML file imports. This list is only visible on the Manage Import Templates dialog box.

Global Data tab

See Global Data tab of the Primavera XML or Primavera XER Template Dialog Box of the Import/Export Project Dialog Box

Project Data tab

See Project Data tab of the Primavera XML or Primavera XER Template Dialog Box of the Import/Export Project Dialog Box

Getting Here

1. On the Navigation Menu, expand Projects and click EPS.
2. On the EPS page, click the Actions menu and select Manage Import Templates or Import/Export Projects.
3. In the Import/ExportProjects dialog box:
   1. Click the Import tab.
   2. Click the Import Type list and select Primavera XER or Primavera XML.
   3. Click the File field and select a file to import.
   4. Click the Manage Templates button.
4. In the Manage Primavera Templates or Manager Primavera XER and XML Templates dialog box, click the name of a template.
5. In the Primavera Template or Primavera XER and XML Template dialog box, click the Basic tab.