Can I create a project template?

S

Sam

Hi,

I'm just getting started w/ MS Project 2003. We are a production company and
the process that we go through is/should always be the same.

Is it possible for me to design a project template and use that for every
project but be able to update dates and resources?
 
A

Angie Todd [MSFT]

Hello - Yes, that's exactly what you can do! I hope that this can help:
Save a project as a template

To reuse an existing project as the basis for a new project, you can save it
as a template (template: A Project file format [*.mpt] that lets you reuse
existing schedules as the starting point for creating new schedules. Task and
resource information, formatting, macros, and project-specific settings can
all become part of a template.). When saving a project as a template, you can
remove baseline data (baseline plan: The original project plans [up to 11 per
project] used to track progress on a project. The baseline plan is a snapshot
of your schedule at the time that you save the baseline and includes
information about tasks, resources, and assignments.), actuals (actual:
Information that shows what has actually occurred. For example, the actual
start date for a task is the day that the task actually started.), resource
pay rates (pay rate: Resource cost per hour. Project includes two types of
pay rates: standard rates and overtime rates.), and fixed cost (fixed cost: A
set cost for a task that remains constant regardless of the task duration or
the work performed by a resource.) information.

1. On the File menu, click Save as.
2. In the Save in box, select the drive and folder where you want to save
the template.
3. In the File name box, type a name for the template.
4. In the Save as type box, click Template.
5. Click Save.
6. Select the check boxes for data you want to remove from your project file.
7. Click Save.


When you want to use a Saved template, go to File>New and select
Template>From my computer. You can locate your template and re-use it. I
would suggest doing a File>Save right after opening this new template so that
you can properly name your new Project file.

I hope that helps!
Angie
 
S

Sam

Thanks Angie. Your response is much appreciated.
--
Thanks,

Sam


Angie Todd said:
Hello - Yes, that's exactly what you can do! I hope that this can help:
Save a project as a template

To reuse an existing project as the basis for a new project, you can save it
as a template (template: A Project file format [*.mpt] that lets you reuse
existing schedules as the starting point for creating new schedules. Task and
resource information, formatting, macros, and project-specific settings can
all become part of a template.). When saving a project as a template, you can
remove baseline data (baseline plan: The original project plans [up to 11 per
project] used to track progress on a project. The baseline plan is a snapshot
of your schedule at the time that you save the baseline and includes
information about tasks, resources, and assignments.), actuals (actual:
Information that shows what has actually occurred. For example, the actual
start date for a task is the day that the task actually started.), resource
pay rates (pay rate: Resource cost per hour. Project includes two types of
pay rates: standard rates and overtime rates.), and fixed cost (fixed cost: A
set cost for a task that remains constant regardless of the task duration or
the work performed by a resource.) information.

1. On the File menu, click Save as.
2. In the Save in box, select the drive and folder where you want to save
the template.
3. In the File name box, type a name for the template.
4. In the Save as type box, click Template.
5. Click Save.
6. Select the check boxes for data you want to remove from your project file.
7. Click Save.


When you want to use a Saved template, go to File>New and select
Template>From my computer. You can locate your template and re-use it. I
would suggest doing a File>Save right after opening this new template so that
you can properly name your new Project file.

I hope that helps!
Angie

--
This posting is provided "AS IS" with no warranties, and confers no rights.


Sam said:
Hi,

I'm just getting started w/ MS Project 2003. We are a production company and
the process that we go through is/should always be the same.

Is it possible for me to design a project template and use that for every
project but be able to update dates and resources?
 
A

Angie Todd [MSFT]

Please let us know if there is anything else we can help with!
angie
--
This posting is provided "AS IS" with no warranties, and confers no rights.


Sam said:
Thanks Angie. Your response is much appreciated.
--
Thanks,

Sam


Angie Todd said:
Hello - Yes, that's exactly what you can do! I hope that this can help:
Save a project as a template

To reuse an existing project as the basis for a new project, you can save it
as a template (template: A Project file format [*.mpt] that lets you reuse
existing schedules as the starting point for creating new schedules. Task and
resource information, formatting, macros, and project-specific settings can
all become part of a template.). When saving a project as a template, you can
remove baseline data (baseline plan: The original project plans [up to 11 per
project] used to track progress on a project. The baseline plan is a snapshot
of your schedule at the time that you save the baseline and includes
information about tasks, resources, and assignments.), actuals (actual:
Information that shows what has actually occurred. For example, the actual
start date for a task is the day that the task actually started.), resource
pay rates (pay rate: Resource cost per hour. Project includes two types of
pay rates: standard rates and overtime rates.), and fixed cost (fixed cost: A
set cost for a task that remains constant regardless of the task duration or
the work performed by a resource.) information.

1. On the File menu, click Save as.
2. In the Save in box, select the drive and folder where you want to save
the template.
3. In the File name box, type a name for the template.
4. In the Save as type box, click Template.
5. Click Save.
6. Select the check boxes for data you want to remove from your project file.
7. Click Save.


When you want to use a Saved template, go to File>New and select
Template>From my computer. You can locate your template and re-use it. I
would suggest doing a File>Save right after opening this new template so that
you can properly name your new Project file.

I hope that helps!
Angie

--
This posting is provided "AS IS" with no warranties, and confers no rights.


Sam said:
Hi,

I'm just getting started w/ MS Project 2003. We are a production company and
the process that we go through is/should always be the same.

Is it possible for me to design a project template and use that for every
project but be able to update dates and resources?
 

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