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| 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. The examples
below show several possibilities (click to enlarge). |
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How to
Build, Save and Use a Custom
Project Import Template
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Note: Steps A and B need to be done once, when you set up your
template. Afterward, you only need to run Step C. FIRST -
BUILD:
Import one of your MS Project Schedules
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1 |
Pick the Microsoft Office Project file to import. |
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2 |
Choose a presentation report formation in
Milestones Professional. |
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Click through the options in the wizard to add
columns, choose symbol text, pick a color theme,
and set the schedule size. |
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3 |
Press the Finish button! |
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4 |
Save the schedule in a location you will
remember. Use a meaningful name, such as
"Earned Value Import Template" |
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SECOND
- CUSTOMIZE:
Customize the Template
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1 |
Make the changes you want to make to your
schedule (saved in step A-4).
Schedule changes
which are appropriate:
Things to avoid changing:
-
The type of a
symbol (whether a symbol is normal,
baseline, comment or status)
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The
"automation tag" for a column.
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The order of the original columns (Do not move the original columns).
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THIRD -
SAVE:
Save the Template (Version
2008)
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1 |
On
the Connections Tab, choose
Save Custom Project Template
on the
Microsoft Office Project
Section. |
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2 |
If desired, enter
a description for this template. |
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3 |
Press OK. |
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4 |
Save the schedule. |
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Save the Template
(Version 2006) |
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1 |
Choose Save
As... Custom Project Import Template
on the File menu. |
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2 |
Save the schedule
using a meaningful (descriptive) name. |
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LAST - IMPORT YOUR PROJECT
FILE: Import using the
Custom Template
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1 |
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Pick the Microsoft Office Project file to import. |
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2 |
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On
the first screen of the Microsoft Office Project Import
Wizard, pick Custom. |
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3 |
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Pick the custom
template from the list of custom templates.
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4 |
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Press Finish.
Your
Microsoft Office Project file
will import into
your custom template. |
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Ready-to-go Custom
Template Examples:
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