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Built Project Plan Template RRS feed

  • Question

  • Hi,

    We have a lot of projet in our business but no template. I am looking to put some template in PWA 2010.

    I see in Project Web app - Enteprise Project Types, that I can create some project type that will be availeble in the new project section.

    When I create a new Project type I can chosse a "Project Plan Template". I don't have any template in the list.

    I realy want to add template. I can create them in MS Pro or PWA. Where do I have to add the template to fill up the list?

    Could you help?

    Thanks a lot!!

     

     

     


    • Edited by PWAdmin Thursday, November 10, 2011 9:25 PM
    Thursday, November 10, 2011 6:32 PM

Answers

  • ManPid --

    In Microsoft Project Professional 2010, create a project template of the type that your PMs can use for one particular type of project that they manage.  Then click File > Save As.  In the Save to Project Server dialog, enter a name for the template, click the Type pick list and select the Template item, and then click the Save button.  In the Save As Template dialog, select all of the checkbox options and then click the Save button. Click File > Close.  In the Close dialog, select the Discard Changes option and click the OK button.  Repeat this process for every project template you want your PMs to use.

    Once you have created the necessary templates, your PMs can create new projects from those templates by clicking File > New > Project Server Templates.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Marked as answer by PWAdmin Friday, November 11, 2011 5:43 PM
    Thursday, November 10, 2011 11:53 PM
    Moderator
  • ManPid --

    First of all, you CANNOT use the Department field to control who can see individual templates.  Instead, you use the Department field to give access to specific custom fields you create.  For example, you may have custom fields that IT project managers need to fill in for IT projects, while you may also have custom fields that HR project managers need to fill in for HR projects.

    Before you can do anything with departments, you need to supply department values in the built-in Department lookup table in PWA.  Here's how:

    1.  Log into PWA with administrator permissions.
    2.  Click Server Settings > Enterprise Custom Fields and Lookup Tables.
    3.  Scroll down to the Lookup Tables for Custom Fields section and click the Department lookup table to open it for editing.
    4.  In the Lookup Table section of the page, enter the names of the departments you want to use with departmental-level custom fields.
    5.  Click the Save button.

    When you create custom Project fields, you can select a Department value to link the custom field to projects for that department.

    Also, knowing that you are new to Project Server 2010, and doing lots of "trial and error" learning, you might save yourself some time and frustration purchasing our company's books on Project Server 2010, available for purchase at:

    http://www.projectserverbooks.com

    You will see we have a book aimed specifically at the needs of the administrator (orange book) and another book aimed specifically at the needs of project mangers (blue book).  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Marked as answer by PWAdmin Friday, November 11, 2011 8:27 PM
    Friday, November 11, 2011 7:23 PM
    Moderator

All replies

  • Hello,

    When you try to create new project you have a option

    File>>>New>>Project Server Template

    Thanks,

    Hrishi

     

    Thursday, November 10, 2011 9:03 PM
    Moderator
  • ManPid --

    In Microsoft Project Professional 2010, create a project template of the type that your PMs can use for one particular type of project that they manage.  Then click File > Save As.  In the Save to Project Server dialog, enter a name for the template, click the Type pick list and select the Template item, and then click the Save button.  In the Save As Template dialog, select all of the checkbox options and then click the Save button. Click File > Close.  In the Close dialog, select the Discard Changes option and click the OK button.  Repeat this process for every project template you want your PMs to use.

    Once you have created the necessary templates, your PMs can create new projects from those templates by clicking File > New > Project Server Templates.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Marked as answer by PWAdmin Friday, November 11, 2011 5:43 PM
    Thursday, November 10, 2011 11:53 PM
    Moderator
  • Hi Dale,

     

    Very Nice review, thanks a lot!!

     

    Manpid

    Friday, November 11, 2011 5:53 PM
  • Hi Dale,

    Maybe you can help with this. I will create a lot of template but I see that we can manage who see those templates by selecting the department. (In the Enterprise Project Type)

    But where the information of the department comes? Active directory?

    If I select one resource in the resource center, there no resource departments available.

     

    Could you or anyone help?

     

    Tanks!

    Friday, November 11, 2011 6:05 PM
  • ManPid -

    You are more than welcome for the help, my friend!  :)


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Friday, November 11, 2011 7:15 PM
    Moderator
  • ManPid --

    First of all, you CANNOT use the Department field to control who can see individual templates.  Instead, you use the Department field to give access to specific custom fields you create.  For example, you may have custom fields that IT project managers need to fill in for IT projects, while you may also have custom fields that HR project managers need to fill in for HR projects.

    Before you can do anything with departments, you need to supply department values in the built-in Department lookup table in PWA.  Here's how:

    1.  Log into PWA with administrator permissions.
    2.  Click Server Settings > Enterprise Custom Fields and Lookup Tables.
    3.  Scroll down to the Lookup Tables for Custom Fields section and click the Department lookup table to open it for editing.
    4.  In the Lookup Table section of the page, enter the names of the departments you want to use with departmental-level custom fields.
    5.  Click the Save button.

    When you create custom Project fields, you can select a Department value to link the custom field to projects for that department.

    Also, knowing that you are new to Project Server 2010, and doing lots of "trial and error" learning, you might save yourself some time and frustration purchasing our company's books on Project Server 2010, available for purchase at:

    http://www.projectserverbooks.com

    You will see we have a book aimed specifically at the needs of the administrator (orange book) and another book aimed specifically at the needs of project mangers (blue book).  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Marked as answer by PWAdmin Friday, November 11, 2011 8:27 PM
    Friday, November 11, 2011 7:23 PM
    Moderator
  • Hi Dale,

     

    Thanks again,

     

    I want you to know that WE will order those two books next week!!

     

    ManPid =)


     

     

    Friday, November 11, 2011 8:32 PM
  • ManPid --

    Thanks for your business, my friend!  :)  I think you will find the books to be a great help to you.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Saturday, November 12, 2011 4:42 PM
    Moderator