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Configuring Systems Engineering > Customizing Excel export templates

Import an Excel template

Note: When exporting a Requirement Management template to PLM XML, use the ConfiguredRequirementDataExport mode; when importing a Requirement Management template from PLM XML, use the REQ_IMPORT_TEMPLATE mode.

Procedure

  1. In the Home view, choose Tools -> Import -> Templates -> Excel Template.
  2. In the Import Excel Template dialog box, click Browse and locate the Excel file (.xlsm or .xlsx) containing the template you want to import. Select the file and click Save.
  3. (Optional) Type a description in the Template Description box.
  4. Click OK. The template is imported into the Teamcenter database.
  5. Click OK in the Import Template dialog box. 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.

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