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Make revisions to Enterprise Templates in MS Project RRS feed

  • Question

  • I need to make revisions to an Enterprise Template "On Computer" and cannot find anything in the online help... ideas?
    Friday, November 12, 2010 7:51 PM

Answers

  • While connected to the server, create a new project from the template.  Modify.
     Save As.  When you get to the Save As dialog box, choose the option to save
    as a template.
     
    Note that you may/may not have the security rights to save a file as a template.
     
     

    Andrew Lavinsky [MVP] Twitter: @alavinsky Blog: http://blogs.catapultsystems.com/epm
    Friday, November 12, 2010 8:00 PM
    Moderator
  • Further to this answer,

    when you do the save as you might want to use the same name as the template. Then it will ask if you want to overwrite the template. Overwriting may be better than having two similar templates in there.

    If you need to delete a template, you do this by going to PWA / Server Settings /Delete Enterprise Objects

    You should be able to find and delete the template from there.


    Jack Dahlgren blogs at:
    Project and Retrovention
    and rarely Twitter
    Friday, November 12, 2010 8:10 PM
    Moderator

All replies

  • While connected to the server, create a new project from the template.  Modify.
     Save As.  When you get to the Save As dialog box, choose the option to save
    as a template.
     
    Note that you may/may not have the security rights to save a file as a template.
     
     

    Andrew Lavinsky [MVP] Twitter: @alavinsky Blog: http://blogs.catapultsystems.com/epm
    Friday, November 12, 2010 8:00 PM
    Moderator
  • Further to this answer,

    when you do the save as you might want to use the same name as the template. Then it will ask if you want to overwrite the template. Overwriting may be better than having two similar templates in there.

    If you need to delete a template, you do this by going to PWA / Server Settings /Delete Enterprise Objects

    You should be able to find and delete the template from there.


    Jack Dahlgren blogs at:
    Project and Retrovention
    and rarely Twitter
    Friday, November 12, 2010 8:10 PM
    Moderator