There are two main aspects to project-level timings the expected start or finish date of the project and the working times.
This displays the following dialog box, into which appropriate text may be entered: Select File>Info>Project Information>Advanced Properties This is a standard MS Office feature, and is simply descriptive text (sometimes called meta-data) about the project. Appreciate your comments and inputs.Data about the project as a whole comprises: Remove the project specific notes if any, you may leave the general notes though.Remove the actual values if your project data is confidential.If we avoid using date constraints (Must start on, Must finish on etc.) while creating projects and just build the project based on logical relationships like Start-to-Start, Start-to-Finish, Finish-to-Start and Finish-to-Finish, the projects could be reused as templates more effectively.By default the project start date is the current date. The template is now available when you create a New Project under the “Personal” tab.Įnter a start date for the new project (that is to be created from the template) and click on the “Create” button. This helps to remove these values from the newly created template. Now, select the “Save Project as File” option and then click on “Project Templates” to create a Template section.Įnter the name for the template and choose the value for “Save as type” as “Project Template”.Ĭheck the following items (actual values, fixed costs, resource rates etc.) to remove those values from the project template as applicable and click on the “Save” button. In the back stage area click on the “Export” option. Once you verify the path click on “OK” button. Now, the personal list of templates will be available in this default templates location. In the “Save templates” section verify if the file path is pointed to “ Custom Office Templates ”. You must be able to view the backstage area of project.Ĭlick on the “Save” option to verify the location of the template. Open the project that you would want to use to create your template. So here are the steps for creating Project Templates in Project 2013: For the above reasons creating project templates are one of the best practices in project management community.Ĭreating templates in Project 2013 is not as explicit as it was in Project 2010. Also, templates enable us to more accurately plan for our future project and also helps identify the best practices and contingencies for the project. Creating templates save a lot of planning time as it helps the project to know the rough estimate of project duration or cost right at the start of the project. Project Templates help in quicker planning of other similar future projects which otherwise would have to be started from scratch. A Project Template is an important artifact that projects should create during their closing phase.
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