Custom Project Import Templates
Connections tab   Custom Project Import Templates Feature

What if you find a chart format in the Microsoft Project wizard which is almost what you are looking for, but not exactly.  It might be missing a critical column you need or it might need a custom heading, extra stoplight column, customized legend or special coloring.  This can all be accomplished with a custom project import template.  Creating Microsoft Project reports will be easier than ever.
PDF Custom Templates Click PDF to Print Custom Project Import Template White paper
View complete help for Milestones Professional's Microsoft Project interface
These examples show several possibilities. Click to view or download.

How to Build, Save and Use a Custom Project Import Template

Note: Steps A, B, and C need to be done once to set up your custom template. Afterward, just follow step D to import your project information.

A - BUILD: Import one of your Microsoft Project Schedules

  1. On the Connections tab choose Create Report from Project.
  2. Pick a Microsoft Project schedule.
  3. In the Project to Milestones wizard, choose Use a built in Template.
  4. Choose from one of the built-in templates.
  5. Customize options for the template you choose.
  6. Begin the import process by pressing Finish.

 B - CUSTOMIZE: Customize the Template

  Make the changes you want to make to your schedule (saved in step A-4)  
Schedule changes which are appropriate: Things to avoid changing:
  Adding columns.
 Customizing the legend.
Adding freeform text and arrows.
Changing the date headings.
  The type of a symbol (whether a symbol is normal, baseline, comment or status)
The "automation tag" for a column.
order of the original columns (Do not move the original columns).

C - SAVE: Save the Template

  1. On the Connections Tab, choose Save Custom Project Template on the Microsoft Office Project Section.
  2. If desired, enter a description for this template.
  3. Press OK.
  4. Save the schedule in a folder you will not delete or move.
Connections tab 

D - IMPORT YOUR PROJECT FILE: Import using the Custom Template for Microsoft Project reports.

  1. On the Connections tab choose Create Report from Project.
  2. In the Project to Milestones wizard, choose Import using a custom template.
  3. Press Next.
  4. Pick the custom template you saved in Step 3.
  5. Choose options and press Finish to import the Microsoft Project file.
Also See:
How to Create Presentation Schedules from Microsoft Project.  (The main page for Microsoft Project reporting using Milestones Professional).