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Creating an MS Project Template

When you export schedules to MS Project, you can have APM use your own MS Project template file. Using the template you can create your own custom fields and columns to use when working with the schedules in MS Project.

Note: When creating a template file, the tasks are effort driven option must be cleared in the project options. Selecting this option might cause inappropriate changes to schedule entry durations. To clear this option on the Tools menu, click Options, click the Schedule tab, and then clear the New tasks are effort driven check box.

Note: APM relies on specific fields and columns for the export process. You must not customize or alter any of the fields listed in the following table in your MS Project template file. Fields with an asterisk (*) must not be hidden in your template file.

Task Fields	Assignment Fields	Resource Fields
% Complete	Text30*	Group
Duration	Work	Max Units
Duration		Name
Finish		Text29*
Finish		Text30*
Name
Notes
Number3
Priority
ProjectFinish
ProjectStart
Start
Text1
Text4
Text5
Text6
Text7
Text8
Text9
Text10
Text11
Text12
Text13
Text28*
Text29*
Text30*

To Create an MS Project Template

1.	Open MS Project.

2.	Create the custom fields and columns that you want to use when working with the schedules.

3.	Select File, and then Save as. The Save as dialog appears.

4.	In the Save in box, select the folder where you want to save the template.

5.	In the Save as type box select Template (*.mpt).

6.	Enter a File name for your template and then click Save.

7.	You can now add the MS Project template name to the MS Project Values on your schedule templates and schedules.

See Setting MS Project Values on a Schedule Template, or Setting MS Project Values on a Schedule.