locked
Updating Project Templates in Project Server 2010 RRS feed

  • Question

  • Hello,

    I created a project and saved it as a template in Project Server 2010.   I want to update the template, but cannot find any way of doing this.  Can you please provide guidance?

    Thank you in advance!

     

     

    Thursday, December 8, 2011 3:18 PM

Answers

  • Easier than you might think:

    1. File > New > My Templates
    2. Make changes to the template
    3. Click the Save button
    4. In the Save dialog enter the same name of the original template
    5. Select Type Template
    6. Click the OK button
    7. When the system prompts, select to overwrite the existing project.

    Gary Chefetz, MCITP, MCP, MVP msProjectExperts
    Project and Project ServerFAQs
    Project Server Help BLOG
    Thursday, December 8, 2011 3:59 PM
  • Thank you for the quick response!  I do not see a menu in Project Server to select File > New > My Templates.  Where would I find this? 

    • Marked as answer by Debbie Norman Thursday, December 8, 2011 8:46 PM
    Thursday, December 8, 2011 5:55 PM

All replies

  • Easier than you might think:

    1. File > New > My Templates
    2. Make changes to the template
    3. Click the Save button
    4. In the Save dialog enter the same name of the original template
    5. Select Type Template
    6. Click the OK button
    7. When the system prompts, select to overwrite the existing project.

    Gary Chefetz, MCITP, MCP, MVP msProjectExperts
    Project and Project ServerFAQs
    Project Server Help BLOG
    Thursday, December 8, 2011 3:59 PM
  • Thank you for the quick response!  I do not see a menu in Project Server to select File > New > My Templates.  Where would I find this? 

    • Marked as answer by Debbie Norman Thursday, December 8, 2011 8:46 PM
    Thursday, December 8, 2011 5:55 PM
  • You will need to carry out these steps in Project Professional, while connected to Project Server.
    Prasanna Adavi, PMP, MCTS http://thinkepm.blogspot.com
    Friday, December 9, 2011 1:49 PM