Field Definitions: PM Import Template Copy Form

The following is a list of field descriptions for the PM Import Template Copy form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Source Template

Specify the import template to copy. Defaults to the active template (i.e. template specified in PM Import Templates).

Dest Template

Enter the import template, up to 10 characters, to which the existing template will be copied. Must be a new template; cannot copy to an existing template.


Enter a description of the new template, up to 30 characters.

Copy Template Cross Reference Files

Check the box for each of the cross-reference files you want copied to the new template.

  • Phases

  • Cost Types

  • Unit of Measures

  • Materials

  • Vendors

  • Create Cost Types