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Export and import of document list

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Export and import of document list

Have tried to navigate through the help section of your pages regarding Windchill without luck.

One of our major customers are using Windchill for a big project we are involved in. We have already entered lots of data manually into Windchill for a whole load of documents.

We are now going to make another project for same customer with same document structure. All document names will be the same except for some minor document name changes.

We would like to do the following to save time instead of manually entering everything one more time:

1. Export the dcument list from the first project to a simple format, text, Excel, etc.

2. Make the editing in this document format

3. Upload the new revision to the new project in Windchill from the edited file.

Hope this is possibleand we can receive some information about how to do it from someone in here!

Best Regards,

Terje

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1 REPLY 1

Re: Export and import of document list

Terje,

There are different options under "Project name" > Details > Actions for creating a new project as a copy of an existing, exporting or creating a template for new project including more or less of project roles, participants, folders plan etc.

Note: Access to all of this might require that you have sufficient permissions in the project (have Project Manager role) ... So talk to your local Windchill admin.

Here is an entry to the online help: http://www.ptc.com/cs/help/windchill_hc/wc102_hc/index.jspx?id=ProjMgmtPlanImportExport&action=show

If it's just export/import of files in folders and sub folders there is also: Folders > Actions > Export to Compressed File and Folders > Actions > New > Import from Compressed File