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Configuring Systems Engineering > Customizing Excel export templates

Copy an Excel template

Procedure

  1. In the Home view, click the ExcelTemplate item containing the template that you want to duplicate, and choose File -> Save As.
  2. Click Assign in the Item Details pane of the Save Item As dialog box — the system assigns an item ID and revision ID for the new item.
  3. Type a name for the new item in the Name box. (Optionally, type a description.)
  4. (Optional) Select Open on Create to open the item after it is created.
  5. Click OK. The new ExcelTemplate item and ExcelTemplateRevision are created. The MSExcelX dataset is copied as a new object with the same name as the original dataset.

Source: https://docs.sw.siemens.com/en-US/doc/282219420/PL20251212545240207.plm00038/xid351297 · retrieved Fri Jul 10 2026 00:00:00 GMT+0000 (Coordinated Universal Time)