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How to export a Template in Primavera P6 EPPM

 

You may surprise, Primavera P6 does not support exporting Template into an XML file. We can achieve this by creating a project from Template and exporting the project into an XML file. On the other side, we can import the XML file and create a template from the imported project. I explained the same in this section.

 

Assume I have a Template in Primavera P6 as shown below. I want to export this template into an XML file. As I already mentioned P6 does not support it so we are going to create a project from this template.

 

111917_0554_HowtoExport1 How to Export a Template in Primavera P6 EPPM

 

Here I am creating a project from the template by Right Click on EPS >> Select Add Project >> Click on the Advanced tab >> Select Templates tab and select the template you want to export. Click Select and Create; This will create a Project from the template

 

111917_0554_HowtoExport2 How to Export a Template in Primavera P6 EPPM

 

A project will get created from the Template ;

 

111917_0554_HowtoExport3 How to Export a Template in Primavera P6 EPPM

 

Now we can export this Project into an XML file ( Click on Action button in EPS tab>> Select Import/ Export >> Click on the Export tab and select the project and Select) That’s it; We can download the Project as an XML file.

 

111917_0554_HowtoExport4 How to Export a Template in Primavera P6 EPPM

 

Assume we imported this XML file in another machine and created a Project. We can create a Template from the imported Project by Right Click on the EPS >> Add Template >> Select The Advanced tab >> Click on the button next to Copy from existing Project or template >> Select the imported project and Create. That’s it. A template will get created from the imported XML file

 

111917_0554_HowtoExport5 How to Export a Template in Primavera P6 EPPM

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Govind

Thank you for visiting my personal blog. Myself Govindan, Software Developer by profession since 2006 and hence I started this blog early in 2016 and ever since I've been writing about technologies experienced and learnings of everyday life.

The views expressed on this blog are my personal views and do not necessarily reflect the views of my employer.

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govindan How to Export a Template in Primavera P6 EPPM
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By | 2017-11-19T01:41:06+00:00 November 19th, 2017|Categories: P6|Tags: , , , |0 Comments
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