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.
Click PDF to
Print Custom Project Import Template White paper
Examples
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
Pick the Microsoft Project file to import.
Choose a presentation
report formation in Milestones Professional.
Click through the options in the wizard to
add columns, choose symbol text, pick a
color theme, and set the schedule size.
Press the Finish button!
Save the schedule in a
location you will remember. Use a
meaningful name, such as "Earned Value
Import Template"
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
On the
Connections Tab, choose
Save Custom Project
Template on the Microsoft
Office Project Section.
If desired, enter a
description for this template.
Press OK.
Save the schedule.
D - IMPORT YOUR
PROJECT FILE: Import using the Custom Template for
Microsoft Project reports.
On the first screen of the
Microsoft Project Import Wizard, pick
Custom.
Pick the custom template
from the list of custom templates.
Press Finish. Your
Microsoft Office Project file will import
into your custom
