File Tab, New Command

Using Existing Template

Discussion

Depending upon the existing formal and informal Task planning related policies, procedures and guidelines your company has in place will depend on the use of Schedule templates that are available for you to leverage and use at this time. If you are lucky enough to have a scheduling methodology in place then it is common to have a schedule template to support the methodology.This is the big definer when it comes to demonstrating your organizations project management maturity level.So let’s go ahead and see what template alternatives the project manager has available within Microsoft® Project 2010.

Available templates

To access existing templates click on the Ribbon File tab, sometimes referred to as the Backstage. Then click on the New tab.The Available Templates is now displayed.

File tab New command - showing Available Templates and Create button

Create Template from a blank project

From the Available Templates dialog box, select the Blank project and then click on the Create button in the bottom right hand corner of the dialog box.

Available Templates - Blank project option

Recent Templates

Available Templates - Recent Templates

The next template type is the recent templates that you have developed and stored.

 

To access the Recent Template click on the File tab, then the New tab.

Click the Recent Template button. At the Recent templates dialog box select the schedule template that you need.

 

 

Click the Create button.

 

My templates

Available Templates - My templates

The next template type is My templates that you have developed and stored.To access the My Templates click on the File tab, then the New tab.

Click the My Template button. At the New templates dialog box select the Personal templates tab a then select the template that you need.

 

Click OK or press the Enter key.

New from existing - Project

New from existing - Existing Project file

The next section is the New from existing. This is where you are able to navigate to an existing project (.mpp) and create a new project. Click the New from existing project button.

New from Existing Project dialog box - Project files available

At the New from Existing Project dialog box navigate to the required schedule (.mpp).On clicking on the file, notice how the Open button changes to Create New.

Subsequently as the project manager / scheduler goes to Save the schedule after changes have been made to it the project manager will be prompted to Save it to a different File Name.

New from Existing - Excel Worksheet

New from existing - Excel worksheet

As in the same way as New from existing project click on the New from Excel workbook button.

Open dialog box for selecting an Excel schedule file

At the Open dialog box navigate to the required Excel workbook (.xls) that has the schedule information in it. Select the file and then click the Open button.

 

This will open up an Import Wizard dialog box that will allow the project manager to Map the Excel data

New from Existing - SharePoint task list

New from existing - SharePoint task list

As in the same way as New from existing project click on the New from SharePoint task list button.

Showing Import SharePoint Task List dialog box

Creating a schedule from Office.com Templates

Office.com Templates available section of dialog box

Office.com Templates is a great source of templates. There are numerous templates to suit a number of different disciplines.

 

As in the same way as before click on the respective template button.

Office.com Templates - Forms templates

By clicking the Forms button will take you to the an Evaluations folder by clicking on this folder will show the Forms templates. Click on the Form needed and then click the Download button.

Office .com Templates - Planning templates

By clicking the Planners button will show you the Planning templates. Click on the Planning schedule needed and then click on the Download button.

Office.com templates - Plans and Proposals templates available

By clicking the Plans and Proposal button will take you to those schedules templates.  Click on the schedule needed and then click the Download button.

Office.com templates - Schedules templates

By clicking the Schedules button will take you to Schedule schedules. Click on the schedule needed and then click the Download button.