Save a project

You can save a project plan (plan: A schedule of task start and finish dates and resource and cost data. A baseline plan is the original plan that you save and use to monitor progress. An interim plan is a set of dates you save during the project to compare to other interim plans.) in many useful file formats (file format: The particular way in which information is stored in a file. Different programs use different file formats and file name extensions to indicate the format.), including previous versions of Microsoft Project, Microsoft Excel workbooks, and templates (template: A Project file format [*.mpt] that lets you reuse existing schedules as the starting point for creating new schedules. Task and resource information, formatting, macros, and project-specific settings can all become part of a template.) that can be used for future projects.

If you are using Project Professional 2010, you can also save your project for sharing before you publish it.

 Note   You cannot save files using the trial version of Project 2010.

What do you want to do?


Save a project

The process for saving a project is different for Project Standard 2010 users and Project Professional 2010 users who are connected to Project Server. We've documented both processes in this section.

Save a project with Project Standard 2010

  1. Click the File tab, and then click Save.
  2. If this is the first time that you are saving the project, type a name for it in the File name box, and then click Save.

 Note   If you're saving a file with multiple projects (multiple projects: Several project plans that may or may not be linked or consolidated. If you are working on several projects at one time, you can compare information about critical paths, resource sharing, or priorities among all of the projects.), you may be prompted for a project name.

You can save your project to a different file format.

  1. Click the File tab.
  2. Click Save & Send.
  3. Under File Types, click Save Project as File.
  4. On the right, under Project File Types or Other File Types, select the type of file that you want to save to.

There are two methods for saving the project file to another format.

  • Double-click the type of file that you want to save to.
  • Single-click the type of file that you want to save to, and then click Save As.

Save As button

  1. Type a file name for the file.
  2. Click Save.

You can save a project in the following file formats:

  • Project 2007
  • Project 2000 - 2003
  • Portable Document Format (PDF)
  • XML Paper Specification (XPS)
  • Excel workbook
  • Tab delimited text
  • Comma delimited (CSV)
  • XML

Save a project with Project Professional 2010

With Project Professional 2010, you have the following options for saving your project:

Save your project to Project Server

Saving a project differs from checking in or publishing a project. When you save your project to Project Server, it is still checked out to you and cannot be edited by anyone else. Close the project to check it in to Project Server. To make the project available to your team members, publish the project.

  1. Click the File tab, and then click Save.
  2. If this is the first time you that are saving the project, in the Save to Project Server dialog box, type a name for the project in the Name box.
  3. To set any enterprise custom fields in the project, click the Value field for a custom field and then select the value. You must enter data for required custom fields, indicated by an asterisk (*) after the field name.
  4. Click Save.
  5. If necessary, you can verify whether the project is checked in or checked out of Project Server. Click the File tab, and then click Open. Review the status of the project in the Open dialog box.
  6. To check the project in to Project Server, click the File tab, and then click Close.

If you close the project window or try to exit Project without saving your last change, the Close dialog box appears.

  1. In the Save Changes section, do one of the following:
    • Click Save to save the changes that you have made to the project.
    • Click Discard Changes to close the project without saving your changes.
  2. In the Check in section, do one of the following:
    • Click Check in to check the project back in to Project Server.
    • Click Keep project checked out to leave the project checked out to you, which prevents other people from making changes.

If you want your changes to be visible to Project Web Access users, you must publish the project plan.

Save your project locally

  1. Click the File tab, and then click Save As.
  2. In the Save to Project Server dialog box, click Save as File.
  3. In the Save As File dialog box, do one of the following:
  4. Select a location to save the file, and then click Save.

You can save your project to a different file format.

  1. Click the File tab.
  2. Click Save & Send.
  3. Under File Types, click Save Project as File.
  4. On the right, under Project File Types or Other File Types, select the type of file that you want to save to.

There are two methods for saving the project file to another format.

  • Double-click the type of file that you want to save to.
  • Single-click the type of file that you want to save to, and then click Save As.

Save As button

  1. Type a file name for the file.
  2. Click Save.

You can save a project in the following file formats:

  • Project 2007
  • Project 2000 - 2003
  • Portable Document Format (PDF)
  • XML Paper Specification (XPS)
  • Excel workbook
  • Tab delimited text
  • Comma delimited (CSV)
  • XML

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Save a project as a template

To reuse an existing project as the basis for a new project, you can save it as a template.

  1. Click the File tab, and then click Save as.
  2. Project Professional users: If the project that you want to save as a template is saved in Project Server, do the following:
    1. In the Save to Project Server dialog box, click Save as File .
    2. In the Save As File dialog box, click Only currently loaded enterprise custom fields and enterprise global items to save only those items from the enterprise global template that are used in this project.
  3. Select the drive and folder where you want to save the template.
  4. In the File name box, type a name for the template.
  5. In the Save as type box, click Template (*.mpt) or Microsoft Project 2007 Templates (*.mpt).
  6. Click Save.
  7. Select the check boxes for data that you want to remove from your project file, and then click Save.

 Note   You can remove baseline data, actuals (actual: Information that shows what has actually occurred. For example, the actual start date for a task is the day that the task actually started.), resource pay rates (pay rate: Resource cost per hour. Project includes two types of pay rates: standard rates and overtime rates.), fixed cost (fixed cost: A set cost for a task that remains constant regardless of the task duration or the work performed by a resource.) information, and task publishing status.

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Save a project for sharing

 Note   You need Project Professional 2010 to save a project for sharing.

If you need to share your project plan with someone who does not have Project Server, you can check the plan out, save it locally, send it out for review, and then check it back in to Project Server.

 Important   The other person must have Project 2010 installed.

  1. Click the File tab, and then click Save & Send.
  2. Click Save Project as File in the middle pane, and then click Save for Sharing on the right.
  3. Click Save As.

Save As button

 Note    Click the Save As button on the bottom right. Do not click the Save As command on the far left.

  1. Select the drive and folder where you want to save the project, and then click Save.
  2. Send the saved file to someone else to make changes directly in the project plan.

 Note   While the project is being shared, you cannot open the file for editing from Project Server.

When all changes have been made to the shared file, save the changes back to Project Server.

  1. Connect to Project Server on the computer where you initially saved the file for sharing.
  2. Open the shared file.

 Note   The shared file can only be saved back to Project Server from the computer where you initially saved it for sharing.

  1. Click the File tab, click Save As, and then click Save.

 Note    The project name

is dimmed during this process to indicate that this project plan is being returned to the server.

The version of the file saved on the server is updated and can be edited again.

 Notes 

  • To make further changes to a shared project after it has been saved back to Project Server, you must save the project for sharing again. The shared file can only be saved back to Project Server one time.
  • If the shared file is lost, or becomes unavailable for any reason, the server administrator can force a check-in of the project on Project Server.

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Save a local project to Project Server

 Note   You need Project Professional 2010 in order to save a local project to Project Server.

If you have a project saved locally, you can save that project to Project Server to make it available to other people in your organization.

  1. Open Project and connect to Project Server.
  2. Open the project that you have saved locally.
  3. Click the File tab, and then click Save as.
  4. On the Save to Project Server dialog box, type a name for the project in the Name box.
  5. To include any enterprise custom fields in the project, click the Value field for a custom field, and then set the value.
  6. Click Save.
  7. To check the project in to Project Server, click the File tab, and then click Close.

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Applies to:
Project 2010