TeamcenterKnowledge

Configuring Systems Engineering > Customizing Excel export templates

Create an Excel template

Procedure

  1. In your Home view, choose Tools -> Microsoft Office Templates -> Create Excel Template to open the New Business Object wizard.
  2. Under Most Recently Used or Complete List, select Excel Template. Click Next to advance to the Object Create Information page.
  3. Type an item ID and revision ID in the Item ID and Revision ID boxes, or click Assign to automatically assign the IDs.
  4. Type a name for the Excel export template in the Name box. (Optionally, type a description.)
  5. Click Finish. The Excel Template item, Excel Template Revision item revision, and associated MS ExcelX dataset are created in the ExcelTemplates folder, located in the RequirementsManagement Templates folder in the Home view.

Note: The REQ_default_excel_template.xlsm file is associated with the MS ExcelX dataset by default.

  1. (Optional) To update the contents of the specification export template document, double-click the MS ExcelX dataset.
  2. (Optional) Modify the contents of the template document, save the Excel file, and close Excel.

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