Project schedules can be incredibly complex. After your team has created a schedule, you may want to save time by saving it so that it can be reused.
Set Your Default Template Location
Before you create the template, make sure your default template location is set.
When you launch MS Project you should see two tabs. One of the tabs will be named Personal.
If you do not see the Personal tab, follow the instructions in this tutorial to set your default template location.
Project 2013 – Save a File as a Template
Once your template location is set, open the Project file you want to use as your template.
Click the File tab, then Save As. Click Computer, then the Browse button. (Shortcut: Click F12).
When the dialog box pops up, click the drop-down list next to Save as Type and select Project Template.
Project will automatically change your directory to the default template location.
Next to File Name, type the name of your template.
Click the Save button.
The Save As Template dialog box pops up.
Select the data you do not want saved with the template. It’s always a good idea to put a check mark next to Resource Rates and Values of all baselines.
Click the Save button.
Close the project file.
How to Use Your Project 2013 Template
To use your template, click the File tab then New.
Click the Personal tab.
Double-click the template you want to use.
Free! – The Best MS Project Keyboard Shortcuts
Contact us for your free list of handy MS Project keyboard shortcuts.
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About the Author of this MS Project Tutorial.
Since 2001, Jackie Kiadii has taught employees of some of the largest employers in the Southeastern United States how to use MS Project. For more information, visit ProjectTrainingAtlanta.com.
