This video shows how to create a template from a project in Microsoft Project.
- [Instructor] You can use an exiting project … as a basis for future projects … by turning it into a template. … Click the File tab and then choose Save As. … If you see the folder in the list, click it. … In the Save As dialog box, … change the Save as type to Project Template. … In this case, select the Template folder. … In the File name box, … type the template name. … Click the Save button. … The Save As Template dialog box appears. … A new project won't use the same baseline … as an existing project. … So turn on the value of all baselines check box … to remove baseline values. … A new project initially won't have actual values. … So turn on the Actual values check box to remove them. … You can turn on the other check boxes … to remove resource rates, … fixed costs and whether tasks are published. … Then click the Save button. … In the Project Title bar, … the file name ends in .mpt … which stands for Microsoft Project Template. … …
- Working faster in Microsoft Project
- Entering data
- Using keyboard shortcuts
- Formatting tables
- Modifying views
- Sorting and Filtering
- Working with Files
- Backing up
- Sharing customization with a colleague
Skill Level Intermediate
1. Project Quick Tips
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