John Riopel covers saving the report as a template to the exercise location and how to remove older versions in the template location.
- [Voiceover] Once you've finalized your report,…you can save it as the template of the final version.…To do that, we'll return to the File menu…and select Save As.…We'll go to our Exercise folder…since that's where we would like to put it,…and we'll make it an Excel template…by clicking the type file type.…Now, again, it's gonna default to your Office folder.…Since we're interested in saving in our Exercise files,…I'd like to overwrite one of the existing templates…that we started from.…Now, this Excel template will take on…and overwrite that template.…
You can also remove any templates that you currently have…by right-clicking on them and deleting them…out of your folder if you no longer need them.…Since this is one that we just wanna overwrite,…we'll select that same name…and again, make sure that we have Excel Template…as our file type, select Save, and replace it.…And, of course, we'll get our external data options,…and we'll, of course, we'll select Yes.…We've created our Excel template,…the final version that we want.…
NOTE: This course was designed in collaboration with Bonnie Biafore. The techniques shown work equally well with Microsoft Project 2010, 2013, and 2016.
Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.
- Using existing report templates
- Creating new visual report templates
- Building a task burnup report with an Excel pivot table and graph
- Building a WBS report with Visio pivot diagrams and filters
- Developing a dashboard report with multiple datasets