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How to save templates in my templates

Resolved · Urgent Priority · Version 2010

Reply Fri 20 Jan 2012, 10:03Delegate Ajibola said...

Ajibola has attended:
Project Intro Intermediate course
Excel Intermediate course
Excel Advanced course

How to save templates in my templates

How do I save a project template ( a project plan saved as Project Template) in My Templates (File, New, "My Templates")?

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Reply Sun 22 Jan 2012, 22:43Trainer Rodney said...

RE: How to save templates in my templates

Hello Ajibola,

Thank you for your question regarding saving templates in Project.

First make sure that your file is exactly how you wopuld want a new project to be without always having to modify too many aspects.

Then, click file > save-as > choose the Save As Type drop-down and select Project Template. This will take you to the Template folder where you can name the file and click Save. You will then be presented with a dialogue box asking you to choose the items you do not want saved. Select the appropriate items and click OK.

To use the template file, simply click file > new > My Templates > select your template > Open.

That's all there is to it!

I hope this resolves your question. If it has, please mark this question as resolved.

If you require further assistance, please reply to this post. Or perhaps you have another Microsoft Office question?

Have a great day.
Regards,

Rodney
Microsoft Office Specialist Trainer

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Ms project tip:

Create own ribbon tab - Project 2010

a. In Project click on the File tab
b. Select Options from left hand side
c. Choose the Customize Ribbon section
d. Click the New Tab button (below the list of tabs on the right hand side of the dialog box)
e. Select the New Tab (Custom) and enter a name, by clicking the Rename button (below the list of tabs on the right hand side of the dialog box)
f. Select the New Group (Custom) and enter a name, by clicking the Rename button (below the list of tabs on the right hand side of the dialog box)
g. Add commands to your tab and group by locating them on the list on the right hand side (remembering that you can change the list using the drop down box at the top of the list of commands) and clicking the Add button between the two panes to add them to your tab and group
h. You can rearrange the commands in your group, the groups on any tab or the tabs, using the up and down arrow buttons beside the list of tabs.
i. Click OK to apply your changes

View all MS Project hints and tips