Modifying a Template For an Excel Export in P6 Professional Does Not Save the Changes

(Doc ID 2344008.1)

Last updated on MARCH 19, 2018

Applies to:

Primavera P6 Enterprise Project Portfolio Management Cloud Service - Version and later
Primavera P6 Enterprise Project Portfolio Management - Version and later
Primavera P6 Professional Project Management - Version and later
Information in this document applies to any platform.


Changes made when modifying a template in P6 Professional v16 for an .XLSX export does not save.

After adding/removing columns, adjusting sort order, etc., and proceeding with the export, the changes made to the Template are not saved.


The expected behavior is that upon editing the Excel Export Template, the changes will be saved to accommodate future uses.
This occurs for all users, and appears to not be related to user access, as even Admin Superusers cannot save edits to Export Templates.

The issue can be reproduced at will with the following steps:

  1. Export as .XLSX
  2. Proceed with Export Prompts
  3. When given the option to select a template, hit "Modify"
  4. Make changes accordingly and hit "Ok"
  5. Close out of the Export window OR proceed with export.
  6. Repeat the process and notice that the changes just made to the Template are not saved.




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