Best Practices

  • Set Project to manually control connection state. This allows selecting to connect to the desired account and gives the user an option to not load resource summary data.

  • Use Software Policy to establish Project 2003 default options.

  • Create and use enterprise project templates for all future projects. Set options in the templates.

  • Create enterprise templates prior to setting custom fields as required.

  • Validate custom field formulas in a project prior to adding to the Enterprise Global template.

  • Create custom objects in the Enterprise Global template to standardize process and views.

  • Allow the Enterprise Global template to be saved by the primary and backup administrator only.

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