Tuesday, May 31, 2022

Save a project file as a template [MS]

When you save a project file as a template, you do more than just save time. Templates help ensure the success of future projects by capturing successful strategies from past projects, such as task relationships that proved effective, people or other resources that were especially productive, or view and reporting methods that helped communicate critical project events and problems to upper management. Here's how to make a template.

  1. Click File > Export.

  2. In the File Types section click Save Project as File.

  3. In the Templates section, click Project Template.
    Save as template image

  4. In the File name box, type the template name.

  5. Make sure that Project Template appears in the Save as type box.

  6. Click Save.

  7. In the next dialog box, check the boxes for data you want to remove from your project file, and then click Save.
    For example, you may want to exclude team members' salary or other cost information.

  8. Click OK.

Once you save a project as a template, you can create a new project from the template.

In Project 2010:

  1. Click the File tab, and then click Save as.

  2. Project Professional users: If the project that you want to save as a template is saved in Project Server, do the following:

    1. In the Save to Project Server dialog box, click Save as File .

    2. In the Save As File dialog box, click Only currently loaded enterprise custom fields and enterprise global items to save only those items from the enterprise global template that are used in this project.

  3. Select the drive and folder where you want to save the template.

  4. In the File name box, type a name for the template.

  5. In the Save as type box, click Template (*.mpt).

  6. Click Save.

  7. Select the check boxes for data that you want to remove from your project file, and then click Save.

    You can remove baseline data, actuals, resource pay rates, fixed cost information, and task publishing status.

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