Microsoft Project 2010: 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 you want to reuse in Project files called templates. Some customized elements (views, tables, fields, filters, and so on) 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 (Quality performance). 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 in an individual file. In Project 2010, you can tell Project to save new customized elements in your current Project file or automatically copy them to the global template. Either way, you’ll learn to transport and share customized elements using Project’s Organizer.

Sharing Custom Elements

The Organizer helps you copy customized elements from the global template to a Project file, from a Project file to the global template, or ...