Import from Spreadsheet Template dialog box
Use this dialog box to select an Excel spreadsheet template from which to import settings into a project.
Project Template
Click the button to locate and select
the Excel spreadsheet template whose settings you want to import into
the new project.
Project Number
If you are importing data from a project or accounting system, enter the project number in this field. This project number can be used with embedded SQL statements in the template selected in the Project Template field above. Project Center will execute the SQL statements and populate the new project with the data from whichever fields are specified in the template. If you need assistance with this feature, contact Newforma services at services@newforma.com.
To access this dialog box
You can access this dialog box in the following ways:
● Select a project from the Project Center Administration activity center Projects tab and click Project Utilities > Apply Spreadsheet Template from the Tasks panel.
● Choose the
By Importing a Template Definition
option and then click the icon from the Create
Project dialog box or the Create
Template dialog box.
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