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

Use this tab to use, remove, or rename user defined fields present in the XML file.

Screen Elements

User Defined Fields list

Determines how user defined fields are imported.

Select Subject Area list

Determines the area of the product for which you want to define UDFs.

Name list

Displays the name of the UDF and their values in hierarchical form grouped by New and Saved. Data that is new in the XML file will appear under New and data already saved in an the existing template will appear under Saved.

Data Type list

Displays the data type of a UDF.

Action list

Determines if the code is used or removed.

New Name list

The new name for the code.

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.
6. On the Advanced tab, click the UDFs tab.