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MS Project Server: How to Create or Edit a Project Server Template
Posted on Monday, January 06 @ 12:13:17 CST by webadmin

PMConnection Articles
How to Create a Project Server Template

  1. Open Microsoft Project 2010 and connect to the environment where you would like to create the template
  2. Browse to and open the project schedule that you would like to save as a template


3. Click on >File, >Save As



4. Input the name for this template, select Template from the Type dropdown and choose the appropriate calendar for this template



5. Click on Save.

6. The “Save as Template” dialogue box will appear. Place a check by all items.


7.Click on Save

8. Watch for Save to complete successfully.


9. Close out of the project.

10. To verify the schedule has been saved as a template, click on >File, >New, >Project Server Templates. You will see your new template here.



How to Edit a Project Server Template

  1. Open Microsoft Project 2010 and connect to the environment where you would like to edit a template
  2. Click on >File, >New, >Project Server Templates. Select the template that you would like to modify.

3. Make the desired changes

4. Click on >File, >Save As


5. Input the EXACT SAME name for this template as it was previously, select Template from the Type dropdown and choose the appropriate calendar for this template.


6. Click on Save.

7. The “Save as Template” dialogue box will appear. Place a check by all items.


8. Click on Save
9. Watch for Save to complete successfully.


10. Close out of the project.

11. To verify the schedule has been saved as a template, click on >File, >New, >Project Server Templates. You will see your new template here.








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