Create and Store a Microsoft Project Template for future use

How do you create a personailised template and store it for future use in MS Project?
Català - Castellano - Deutsch
Creating a Microsoft Project template allows you to save a project plan with pre-defined settings and tasks, so that you can use it as a starting point for future projects. Here is a step-by-step guide on how to create a template and save it in the personal templates folder for future use:

1. Open Microsoft Project and create a new project plan.
2. Add the tasks and milestones that you want to include in your template. You can also customize the format and layout to your liking.
3. Set the project calendar, working time, and other settings that you want to be included in the template.
4. Once you have completed your project plan, go to the "File" menu and select "Save As."
5. In the Save As dialog box, select "Project Template" from the "Save as type" drop-down menu.
6. Choose a location to save the template, such as the "My Templates" folder. You can also create a new folder for your templates if you prefer.
7. Give your template a name and click "Save."
8. You can now find the template in the "My Templates" folder and use it as a starting point for future projects.

It's also worth noting that you can also create a new folder within the Templates folder to keep your templates separate if you have multiple teams or projects. To turn on this function, go to the Project Options under the File ribbon, and then select the "Save" Tab. Then, click the "Browse" button and choose the desired location for your project templates. This will ensure that all templates you save will be stored in the specified location.

Once you have done this, once you crate a new Project you will be able to select the template from the default Office templates folder or from you personal folder. Like this below (from the spanig version I am currently using)

In addition, you can also share the templates with other team members by saving them to a shared network location, such as a shared drive or a cloud storage service. This allows team members to access the templates from any location and makes it easy to collaborate on project planning. Overall, creating a template in Microsoft Project can save you a lot of time and effort when planning new projects. It allows you to quickly set up a project plan with the tasks, milestones, and settings that you need, and you can easily share the template with other team members.
Tweet