Project 2013 – How to Save a File as a Template

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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.

project 2013 file new after default template location set


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.

Project 2013 Save as Type

Click the Save button.

The Save As Template dialog box pops up.

Project 2013 Remove Data from Template


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.

Project 2013 Personal Templates



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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.

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