Advanced Tab of the Primavera Template Dialog Box of the Import/Export Project Dialog Box

Overview

Use this dialog box to view and modify global data present in the XML file being imported. Global data includes codes, UDFs, calendars, and resources.

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.

Codes tab

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

UDFs tab

See: UDFs Tab of the Import Template Dialog Box of the Import/Export Project Dialog Box

Calendars tab

See: Calendars Tab of the Import Template Dialog Box of the Import/Export Project Dialog Box

Resources tab

See: Resources Tab of the Import 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 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 Advanced tab.