{"id":30994,"date":"2018-11-26T17:23:30","date_gmt":"2018-11-26T21:23:30","guid":{"rendered":"https:\/\/www.pmvision.ca\/?p=30994"},"modified":"2018-11-27T00:49:37","modified_gmt":"2018-11-27T04:49:37","slug":"creating-a-project-template-in-microsoft-project-2019","status":"publish","type":"post","link":"https:\/\/www.pmvision.ca\/global\/creating-a-project-template-in-microsoft-project-2019\/","title":{"rendered":"Creating a Project Template in Microsoft Project 2019"},"content":{"rendered":"<p>Project templates allow organizations to create standard project models containing default information applicable to the organization. In particular, a calendar with the local public holidays should be created along with Views with redefined headers and footers to suit your organization. Therefore to save time when you create a new project, you should generate your own templates to suit the different types of projects your organization undertakes.<\/p>\n<ul>\n<li><strong><a href=\"http:\/\/www.pmvision.ca\/global\/shop\/microsoft-project-training-courses-toronto\/\" target=\"_blank\" rel=\"noopener\">Learn MS.Project 2019\u00a0 Fundamentals in Toronto, Mississauga, Scarborough, Ottawa, &amp; Montreal<\/a><\/strong><\/li>\n<li><a href=\"http:\/\/www.pmvision.ca\/global\/shop\/advanced-microsoft-project-training-course\/\" target=\"_blank\" rel=\"noopener\"><strong>Learn Advanced Techniques in MS.Project 2019\u00a0 in Toronto, Mississauga, Scarborough, Ottawa, &amp; Montreal<\/strong><\/a><\/li>\n<\/ul>\n<h2><span style=\"color: #008080;\"><strong>Setting the Project Template Directory<\/strong><\/span><\/h2>\n<p>To create and use templates for new projects you firstly create the directory to save the templates in:<\/p>\n<ul>\n<li>Select or create a location on your hard drive or network to save your templates, typically using Explorer,<\/li>\n<li>Select <strong>File, Options, Save<\/strong> and set your Default personal templates location here,<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<div id=\"attachment_30995\" style=\"width: 836px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Set-Project-Template-in-MS.Project-Template-location.jpg\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-30995\" class=\"size-full wp-image-30995\" src=\"https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Set-Project-Template-in-MS.Project-Template-location.jpg?resize=826%2C678\" alt=\"Set Project Template in MS.Project- Template location\" width=\"826\" height=\"678\" srcset=\"https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Set-Project-Template-in-MS.Project-Template-location.jpg?w=826&amp;ssl=1 826w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Set-Project-Template-in-MS.Project-Template-location.jpg?resize=150%2C123&amp;ssl=1 150w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Set-Project-Template-in-MS.Project-Template-location.jpg?resize=300%2C246&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Set-Project-Template-in-MS.Project-Template-location.jpg?resize=768%2C630&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Set-Project-Template-in-MS.Project-Template-location.jpg?resize=800%2C657&amp;ssl=1 800w\" sizes=\"(max-width: 826px) 100vw, 826px\" \/><\/a><p id=\"caption-attachment-30995\" class=\"wp-caption-text\">Set Project Template in MS.Project- Template location<\/p><\/div>\n<p>&nbsp;<\/p>\n<div class='et-box et-info'>\n\t\t\t\t\t<div class='et-box-content'>Company templates could be created and save to a shared drive where everyone could access the latest template<\/div><\/div>\n<p>&nbsp;<\/p>\n<p>At this point in time when you select File, New there will be an additional option for Featured and Personal Templates. <strong>Personal Templates<\/strong> are templates you create and save into your template directory.<\/p>\n<p>&nbsp;<\/p>\n<div id=\"attachment_30996\" style=\"width: 1034px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Featured-and-Personal-Templates-in-MS.Project.jpg\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-30996\" class=\"size-large wp-image-30996\" src=\"https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Featured-and-Personal-Templates-in-MS.Project.jpg?resize=1024%2C484\" alt=\"Featured and Personal Templates in MS.Project\" width=\"1024\" height=\"484\" srcset=\"https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Featured-and-Personal-Templates-in-MS.Project.jpg?resize=1024%2C484&amp;ssl=1 1024w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Featured-and-Personal-Templates-in-MS.Project.jpg?resize=150%2C71&amp;ssl=1 150w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Featured-and-Personal-Templates-in-MS.Project.jpg?resize=300%2C142&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Featured-and-Personal-Templates-in-MS.Project.jpg?resize=768%2C363&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Featured-and-Personal-Templates-in-MS.Project.jpg?resize=1080%2C511&amp;ssl=1 1080w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Featured-and-Personal-Templates-in-MS.Project.jpg?resize=800%2C378&amp;ssl=1 800w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Featured-and-Personal-Templates-in-MS.Project.jpg?w=1292&amp;ssl=1 1292w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><p id=\"caption-attachment-30996\" class=\"wp-caption-text\">Featured and Personal Templates in MS.Project<\/p><\/div>\n<h2><\/h2>\n<blockquote>\n<ul>\n<li><strong><a href=\"http:\/\/www.pmvision.ca\/global\/shop\/microsoft-project-training-courses-toronto\/\" target=\"_blank\" rel=\"noopener\">Learn MS.Project 2019\u00a0 Fundamentals in Toronto, Mississauga, Scarborough, Ottawa, &amp; Montreal<\/a><\/strong><\/li>\n<li><a href=\"http:\/\/www.pmvision.ca\/global\/shop\/advanced-microsoft-project-training-course\/\" target=\"_blank\" rel=\"noopener\"><strong>Learn Advanced Techniques in MS.Project 2019\u00a0 in Toronto, Mississauga, Scarborough, Ottawa, &amp; Montreal<\/strong><\/a><\/li>\n<\/ul>\n<\/blockquote>\n<h2><\/h2>\n<h2><strong><span style=\"color: #008080;\">Create a Template in MS.Project<\/span><\/strong><\/h2>\n<p>To create a template:<br \/>\nSaving a project, with or without tasks, in Template (*.mpt) format in your Microsoft Project Template directory.<\/p>\n<div id=\"attachment_30997\" style=\"width: 1034px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Save-as-Template-in-MS.Project.jpg\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-30997\" class=\"size-large wp-image-30997\" src=\"https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Save-as-Template-in-MS.Project.jpg?resize=1024%2C483\" alt=\"Save as Template in MS.Project\" width=\"1024\" height=\"483\" srcset=\"https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Save-as-Template-in-MS.Project.jpg?resize=1024%2C483&amp;ssl=1 1024w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Save-as-Template-in-MS.Project.jpg?resize=150%2C71&amp;ssl=1 150w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Save-as-Template-in-MS.Project.jpg?resize=300%2C142&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Save-as-Template-in-MS.Project.jpg?resize=768%2C363&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Save-as-Template-in-MS.Project.jpg?resize=1080%2C510&amp;ssl=1 1080w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Save-as-Template-in-MS.Project.jpg?resize=800%2C378&amp;ssl=1 800w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Save-as-Template-in-MS.Project.jpg?w=1201&amp;ssl=1 1201w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><p id=\"caption-attachment-30997\" class=\"wp-caption-text\">Save As Template in MS.Project<\/p><\/div>\n<p>&nbsp;<\/p>\n<p>You will be given some options when saving the template.<\/p>\n<ul>\n<li>This template will be available when you select File, New, My templates.<\/li>\n<li>This directory where user templates are saved may be changed by selecting the File, Options, Save tab.<\/li>\n<li>Templates may be deleted by selecting the template in the New (project) form, right-clicking to open a menu and selecting Delete<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h2><strong><span style=\"color: #008080;\">Creating a New Project from a Template in Microsoft Project<\/span><\/strong><\/h2>\n<p>To create a new project from a template:<\/p>\n<ul>\n<li>Select File, New:<\/li>\n<\/ul>\n<p style=\"padding-left: 60px;\"><strong>Featured<\/strong> are similar to the Microsoft Project Office.com Templates, this will allow you to access Microsoft\u2019s templates.<\/p>\n<p style=\"padding-left: 60px; text-align: left;\"><strong>Personal<\/strong> allows you to open templates on your computer.<\/p>\n<ul>\n<li>Click on the Personal and after you have created your own templates these will be available from the Personal Templates tab<\/li>\n<li>Select the required template from the form by double-clicking on the template button and then you set the project start date in the next form<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<div id=\"attachment_31000\" style=\"width: 1034px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Creating-a-New-Project-from-a-Template-in-MS.Project.jpg\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-31000\" class=\"size-large wp-image-31000\" src=\"https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Creating-a-New-Project-from-a-Template-in-MS.Project.jpg?resize=1024%2C466\" alt=\"Creating a New Project from a Template in MS.Project\" width=\"1024\" height=\"466\" srcset=\"https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Creating-a-New-Project-from-a-Template-in-MS.Project.jpg?resize=1024%2C466&amp;ssl=1 1024w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Creating-a-New-Project-from-a-Template-in-MS.Project.jpg?resize=150%2C68&amp;ssl=1 150w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Creating-a-New-Project-from-a-Template-in-MS.Project.jpg?resize=300%2C136&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Creating-a-New-Project-from-a-Template-in-MS.Project.jpg?resize=768%2C349&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Creating-a-New-Project-from-a-Template-in-MS.Project.jpg?resize=1080%2C491&amp;ssl=1 1080w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Creating-a-New-Project-from-a-Template-in-MS.Project.jpg?resize=800%2C364&amp;ssl=1 800w, https:\/\/i0.wp.com\/www.pmvision.ca\/global\/wp-content\/uploads\/2018\/11\/Creating-a-New-Project-from-a-Template-in-MS.Project.jpg?w=1148&amp;ssl=1 1148w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><p id=\"caption-attachment-31000\" class=\"wp-caption-text\">Creating a New Project from a Template in MS.Project<\/p><\/div>\n<p>&nbsp;<\/p>\n<p>At this point in earlier versions of Microsoft Project you would normally set the Project Start date in the Project Information form by selecting Project, Properties group, Project Information to open this form. But in Microsoft Project 2013 and 2016 this date has now been set.<\/p>\n<p>&nbsp;<\/p>\n<blockquote><p><strong><a href=\"http:\/\/www.pmvision.ca\/global\/shop\/microsoft-project-training-courses-toronto\/\" target=\"_blank\" rel=\"noopener\">Learn MS.Project 2019\u00a0 Fundamentals in Toronto, Mississauga, Scarborough, Ottawa, &amp; Montreal<\/a><\/strong><\/p>\n<p><a href=\"http:\/\/www.pmvision.ca\/global\/shop\/advanced-microsoft-project-training-course\/\" target=\"_blank\" rel=\"noopener\"><strong>Learn Advanced Techniques in MS.Project 2019\u00a0 in Toronto, Mississauga, Scarborough, Ottawa, &amp; Montreal<\/strong><\/a><\/p>\n<p><strong><a href=\"http:\/\/www.pmvision.ca\/global\/shop\/pmi-sp-scheduling-professional-exam-prep-pmi-sp-training-courses\/\" target=\"_blank\" rel=\"noopener\">Learn Project Scheduling by taking our PMI-SP Scheduling Professional Exam Prep Class in Toronto<\/a><\/strong><\/p>\n<p><a href=\"http:\/\/www.pmvision.ca\/global\/shop\/pmi-sp-training-course-pmi-scheduling-professional\/\" target=\"_blank\" rel=\"noopener\"><strong>Learn Project Scheduling by taking our PMI-SP Scheduling Professional Online self-Paced Learning Course<\/strong><\/a><\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>Project templates allow organizations to create standard project models containing default information applicable to the organization. In particular, a calendar with the local public holidays should be created along with Views with redefined headers and footers to suit your organization. Therefore to save time when you create a new project, you should generate your own [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[65,18],"tags":[],"class_list":["post-30994","post","type-post","status-publish","format-standard","hentry","category-ms-project","category-pm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Creating a Project Template in Microsoft Project 2019<\/title>\n<meta name=\"description\" content=\"Project templates allow organizations to create 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