Microsoft Project 2007: The Missing Manual

Chapter 26. Reusable Project: Templates

If you go to the trouble of customizing views, tables, and so on, as described in the previous chapters, you probably want to use them in all your projects, or at least show them off to your friends. You can store information that you want to reuse in Project files called templates. Some customized items (menus, toolbars, and maps) end up in a special file called the global template, while others stay in the Project file in which you created them, which you can turn into a custom template.

Part of the closing process for every project is archiving the work you’ve done, documenting what you learned, and recording that information so others can benefit from it (Remembering your lessons). Whether you have tasks that apply to many projects or standard views and reports for communicating status, Project templates can make that information available to anyone who needs it for future projects.

This chapter shows you where Project stores your customized elements and settings—either in the global template or an individual file. More importantly, you’ll learn to transport and share these elements using Project’s Organizer window.

Sharing Custom Elements

The Organizer helps you copy customized elements from the global template to a Project file, and vice versa. The Organizer can help you with all of the following tasks:

• Using customized elements in new projects. Most customized elements like views belong to the Project file in which you create them. After ...