Modify template options

Add a new template or modify an existing template (if necessary).

Click the Activity tab in the Modify Template dialog box and confirm your import configuration. In the Import section, choose how you want to import milestone activities that have resource assignments. You can import them into P6 Professional as Start Milestone activities with associated expenses, or as Task Dependent activities with associated resource assignments. Then, choose to import the Task ID from Microsoft Project to the Activity ID field in P6 Professional or to a selected user-defined text field. Select if you want to import MSP’s fixed costs as project expenses. If you do not choose this option, fixed costs are not imported.

Click the Resource tab in the Modify Template dialog box. Choose whether you want to import the Resource Initials or the Resource Name.

Choose whether you want to add a new resource if the resource does not already exist in the project management database but is contained in the Microsoft Project import file. Then, select the level of the hierarchy at which resources should be imported. Click the Browse button, then select the resource under which to place all new resources from the Microsoft Project file.

Click the Notebooks tab in the Modify Template dialog box. Notebook fields are defined in Admin Categories (choose Admin, Admin Categories, then click the Notebook Topics tab). These notebook fields can be exported to project, WBS, and activity notes fields in Microsoft Project.

Click the Custom Field Mappings tab in the Modify Template dialog box. You can import information from Microsoft Project into user-defined fields in P6 Professional. Choose Resources from the drop-down list. For each Microsoft Project field you want to import, select a user-defined field in the P6 Professional Field column. The Field column is sorted by field type.

Click OK to save your modifications to the template. Click Next to confirm the settings for the current import, then click Finish to import the Microsoft Project resources.