From the course: Microsoft Project Quick Tips
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Create a template from a project
From the course: Microsoft Project Quick Tips
Create a template from a project
- [Instructor] You can use an exiting project as a basis for future projects by turning it into a template. Click the File tab and then choose Save As. If you see the folder in the list, click it. In the Save As dialog box, change the Save as type to Project Template. In this case, select the Template folder. In the File name box, type the template name. Click the Save button. The Save As Template dialog box appears. A new project won't use the same baseline as an existing project. So turn on the value of all baselines check box to remove baseline values. A new project initially won't have actual values. So turn on the Actual values check box to remove them. You can turn on the other check boxes to remove resource rates, fixed costs and whether tasks are published. Then click the Save button. In the Project Title bar, the file name ends in .mpt which stands for Microsoft Project Template.
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Contents
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Copy data into adjacent rows56s
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(Locked)
Quickly insert multiple tasks54s
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(Locked)
Enter values quickly with a lookup table1m 30s
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(Locked)
Wrap text in table cells1m
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(Locked)
Align cell data1m 5s
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(Locked)
Copy cell formatting1m 17s
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(Locked)
Change currency formatting1m 4s
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(Locked)
Adjust column and row size in Project1m 5s
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(Locked)
Align task bars within rows1m 22s
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Change magnification in the timescale1m 22s
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(Locked)
Display only incomplete tasks1m 6s
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(Locked)
Expand and collapse the task list1m 30s
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(Locked)
Insert and hide columns in a table1m 24s
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(Locked)
View the selected task in the timescale39s
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(Locked)
View two parts of a project1m 16s
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(Locked)
Set the default view46s
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(Locked)
Insert hyperlinks1m 4s
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(Locked)
Move to the beginning or end of the timescale1m 3s
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(Locked)
Toggle between panes in a window59s
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(Locked)
Customize the Quick Access Toolbar1m 8s
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Indent and outdent tasks quickly1m 15s
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(Locked)
Switch tasks between manual and auto scheduling54s
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(Locked)
Create an image of a schedule1m 29s
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(Locked)
Share customization with colleagues1m 27s
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(Locked)
Change sort order1m 39s
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(Locked)
Remove all filters when AutoFilter is active59s
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(Locked)
Filter by date range48s
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(Locked)
Create a template from a project1m 28s
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(Locked)
Use a template to create a project1m 24s
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(Locked)
Set file save options1m 17s
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(Locked)
Protect a file with a password1m 19s
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