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Copy, delete, or rename project elements using the Organizer
 

You can copy project elements (such as fields (field: A location in a sheet, form, or chart that contains a specific kind of information about a task, resource, or assignment. For example, in a sheet, each column is a field. In a form, a field is a named box or a place in a column.), groups (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.), calendars (calendar: The scheduling mechanism that determines working time for resources and tasks. Project uses four types of calendars: the base calendar, project calendar, resource calendar, and task calendar.), toolbars (toolbar: A bar with buttons and options used to carry out commands. To display a toolbar, point to Toolbars on the View menu, and then click the toolbar you want. To see more buttons, click Toolbar Options at the end of the toolbar.), maps (map: A format that's used to transfer information between programs when importing or exporting data. A map helps ensure that information is placed into the proper fields in the destination file.), forms (form: A type of view that gives you detailed information about an individual task or resource.), tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.), filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.), views (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.), reports (report: A format in which you can print schedule information that is appropriate for the intended recipients. You can use the predefined reports provided by Project or create custom reports.), and modules (module: The location in which macros are stored. Macros stored in modules in the Global.mpt file are available from any project and can be used to organize related modules.)) between the global file (global file: A Project file [Global.mpt] that contains information you can use for different projects. Information in a global file can include views, calendars, forms, reports, tables, filters, toolbars, menu bars, macros, and options settings.) and the active project file or between two project files. You can also delete or rename project elements.

  1. On the Tools menu, click Organizer.

    If you want to change the enterprise global template (enterprise global template: A collection of default settings, such as views, tables, and fields, that are used by all projects across the organization. These settings exist within a special project in Project Server.), you need to open this template before you can change elements using the Organizer.

  2. Click the tab you want.
  3. In the Global.mpt or Global (+ cached Enterprise list, click the element you want to copy, delete, or rename. Only someone with administrative privileges can change the enterprise global template.
    • To copy a project element, click the file in the available in box on the right to which you want to copy the element, and then click Copy.
    • To delete a project element, click Delete, and then click Yes.
    • To rename a project element, click Rename, and then type a new name for the element.

ShowTip

You can copy any project element from one project file to another by clicking the source (source: The location where moved, copied, imported, or exported information originated; can be a view, table, document, or other program. In OLE, the document or program that furnishes information to a linked object in a destination, document, or program.) file in one available in box, clicking the element you want to copy from the list above the box, clicking the destination (destination: Where moved, copied, imported, or exported information is inserted; also a view, table, document, or another program. In OLE, the document or program where a linked object resides; also, the document that a hyperlink leads to.) file in the other available in box, and then clicking Copy. The source file and the destination file must both be open in Microsoft Office Project 2003.
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