Did you know that you can create new project plans from templates and it also is a good way to introduce standardisation and consistency for both planning and reporting between projects?
Template plans may contain the following:
- Base calendars
- Common settings from the Options dialog
- Common reporting components which include: Views; Tables; Reports; Filters; Export Maps
In addition, templates may contain:
- Resource pools
- High-level summary tasks
- High-level milestone tasks
Saving projects as templates
When a project document is stored on disk, it can be in a number of different file formats, dependant upon how the file will be used. If the project is saved as a template, settings local to the current project will be saved to the template.
When using Microsoft Project 2003/2007, to create a template:
- From the File menu, select Save As.
- Enter an appropriate name for the template file, and then click
.
3. Select appropriate project data NOT to be saved to the template, then .
New templates can be found using the File New command, then selecting the On Computer hyperlink within the Task Pane:
Please Note: The location of saved templates is defined on the ‘Save’ tab within the Options dialog box.
When using Microsoft Project 2010, to create a template:
To create a template:
- From the File tab, select Save As from the Backstage view.
- Choose the Template option, then enter an appropriate name for the template file, and then click the Save button.
- Select appropriate project data NOT to be saved to the template and then click Save once more.
New templates can be found using the New tab within the Backstage view:
Please Note: Templates will be saved to a folder specified on the Save tab of the Project Options dialog.
Newsletter Alerts
Hope you found this tip helpful.If you want to be alerted when new tips come out or keep up to date with our Project Learning news, sign up to our newsletter - or choose one of the methods in the right hand column.
Remember to bookmark our blog!
More Hints & Tips coming soon...
Saving projects as templates
When a project document is stored on disk, it can be in a number of different file formats, dependant upon how the file will be used. If the project is saved as a template, settings local to the current project will be saved to the template.
When using Microsoft Project 2003/2007, to create a template:
1. From the File menu, select Save As.
2. Enter an appropriate name for the template file, and then click
.
Comments