Use templates in Project 2007

Why are Microsoft Office Project 2007 templates so complex and specific to different industries? This can be especially confusing when the templates for other Microsoft Office products seem to provide a quick way to get started for almost everybody.

It's almost impossible to create a few basic templates that address all the different project management and scheduling needs of the many different industries that use Project 2007. Instead, Project 2007 templates focus on the program's standard functionality and features, and can serve as example projects that you can follow to establish your own project.

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What's the function of templates in Project 2007?

Project 2007 templates are useful for standardizing the use and appearance of Project 2007 files within a team or across an organization. Some templates work behind the scenes, defining how elements such as views and tables appear in each new project. Other templates are example projects that you can open in Project 2007.

Information in a template can include 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.), 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.), forms (form: A type of view that gives you detailed information about an individual task or resource.), 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.), 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.), 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.), menu bars (menu bar: The horizontal bar below the title bar that contains the names of menus. A menu bar can be the built-in menu bar or a custom menu bar.), macros (macro: An action or a set of actions that you can use to automate tasks. Macros are recorded in the Visual Basic for Applications programming language.), and options settings.

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What types of templates does Project 2007 provide?

Project 2007 uses the following types of templates to help you standardize information across projects:

Learn which templates are available for Project 2007.

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How do I work with the global file?

You cannot open 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.) in Project 2007. It is only a collection of settings that are applied to all projects.

However, you can use the Organizer (Organizer: The tabbed dialog box in which you can copy custom views, tables, filters, grouping definitions, calendars, reports, forms, toolbars, maps, field attributes, and VBA modules to other documents and to other users.) to copy a project's local custom elements (such as views and tables) to the global file. This is the easiest way to update the global file to make custom elements available in all new projects.

Learn more about how to use the Organizer to copy elements.

Typically, any changes you make to views, tables, filters, calendars, reports, and forms are local and apply only to the active project file, and any changes you make to toolbars, menus, and import/export maps are global. Global changes are made to the global file immediately and apply to all project files on your computer. When you open a new project file, it reflects your customized toolbars and menus.

Custom formatting (such as bold, italic, color, or bar shape) only applies to the active project file and cannot be copied to other project files on your computer. Changes you make to Visual Basic for Applications (VBA) modules can be either global or local, according to your preference.

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How does the enterprise global template work?

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.) enables a project manager or executive to standardize project elements at the enterprise level. It helps ensure that elements such as views, calendars, and fields are used the same way across an organization.

Unlike 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.) (Global.mpt), the enterprise global template is a special project that you open from Microsoft Office Project Server 2007. Only a server administrator (server administrator: An individual responsible for setting up fields, views, and reports for an organization and setting up and maintaining the server and server software.) can open and change items in the enterprise global template.

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How do I work with the enterprise global template?

Before project managers can use projects and resources within the enterprise, 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.) must be customized for the organization. Customizing the enterprise global template enables your organization to set up standards for project management, ensuring that project data is consistent throughout your organization.

 Note   Only someone with permission to save the enterprise global template (for example, your project management administrator (administrator: Sets up and manages user accounts, assigns permissions, and helps users with network or server access issues. This person can also manage and customize various elements in Project Professional and in Project Server.)) can check out and change items in the enterprise global template. Some of the items that can be customized in your enterprise global template are:

Resources and tasks are not added to the enterprise global template. If they are added, they aren't saved when the enterprise global template is checked back in.

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How do the enterprise global template and global file interrelate?

Office Project Professional 2007 uses both 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.) and 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.) (Global.mpt).

When you open an enterprise project from Project Server 2007, the enterprise global template settings, such as default views, toolbars, or tables, are applied to the project.

After the enterprise global template is applied to your project, any items in the global file that do not have the same name as the enterprise global template are also applied to your project file. Therefore, if you have created a custom view, table, or filter that has the same name as one in the enterprise global template, you are prompted to rename or overwrite the custom item.

The enterprise global template takes precedence in most cases over other templates.

 Note   The precedence of toolbars and menus is treated differently than other items in the enterprise global template. Toolbars and menus in the global file, including different language versions of them, take precedence over those with the same name in the enterprise global template.

Only an administrator can add items to or delete items from the enterprise global template. You can copy items from the enterprise global template into the global file as long as these items do not have the same name as an item in the enterprise global template. All new enterprise projects that you create have this copied item available, but the item isn't saved back to the enterprise global template.

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How do I use a template file?

Templates enable you to reuse existing schedules as the starting point for creating new schedules. Any Project 2007 file can be saved as a template for future use.

The following information can become part of a planning template:

  • Task and resource information
  • View and text formatting
  • Macros
  • Project-specific settings

You can also open default templates with Project 2007.

If you use Office Project Professional 2007 and are logged on to Project Server 2007, you can use the enterprise project templates provided by your administrator.

Learn more

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Applies to:
Project 2007, Project Server 2007