How to Save a Template in PWA 2007

G

GB

Each time I create a new project plan via PWA 2007 I am inserting a set
number of preferred columns, can someone share with me how I can create a
template to prevent from having to go through this tedious exercise?

Much thanks,

GB
 
D

Dale Howard [MVP]

GB --

You need to create one or more custom enterprise Tables that contain the
fields you want people to use with their projects. Open any existing
project Read-Only and create the Tables in this project. Then open the
Enterprise Global file and use the Organizer (Tools - Organizer) to copy the
new Tables from the project to the Enterprise Global file. Save and close
the Enterprise Global file and then close the Read-Only project without
saving it. Exit Project Professional 2007 and then relaunch the software
and connect to Project Server again. Your users will now see the new
enterprise Tables in any project they open. Also, to save enterprise
templates into the Project Server system, we recommend you use the Import
Project Wizard (Tools - Enterprise Options - Import Project to Enterprise).
Hope this helps.
 

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