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| Templates can save you time by
keeping your customized toolbox, columns, column headings, page layout,
and more. Thus,
templates retain the formatting ( the "look" of a chart) while charts
preserve schedule details. |
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Chart or Template?
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| This is an example of a Chart. |
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| This is an example of a Template
of that same chart, after choosing File tab in the Files and
Templates: Open and Save Options choose Save As File
choose Personal
Template (or
Standard Template). |
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Templates
retain these settings:
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| If you choose
the File tab then Files and Templates: Open and
Save Options and choose Save As File and choose Personal
Template (or
Standard Template). you are saving these
features... |
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The schedule layout -
chart size, margins, column widths, legend height, lines per page
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Background color and
frame
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Current date line and
text display
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Page number display
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Date Sensitivity
options
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Grid line settings
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The symbol date format
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The default symbol
size
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Default text styles
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Column headings and
SmartColumn settings
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Date headings and all
timescale settings
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Toolbox settings,
including the size of the toolbox, and the symbols and connectors
used
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Legend entries
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DataGraph and ValueSet
formatting
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The dependency mode
setting
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Calculation columns
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Outline shading
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Summary Bar Settings
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Templates do not
retain these settings:
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If
you choose the File tab then Files and
Templates: Open and Save Options and choose Save As
File Personal
Template (or Standard Template), you will lose this
information...
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Freeform text
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Schedule title
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Task names on the
schedule and any text entered into columns
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Milestone symbols on
the schedule
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Values in the
ValueSets
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Bars or lines in the
DataGraphs
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Lines, circles or
boxes drawn with the drawing tools
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Any graphics files you
have inserted or pasted
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What
is the difference between a Personal Template and a Standard
Template?
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They are the same type
of files (templates). The only difference is where they are stored.
Standard Templates come with the software and are located in the
Standard Templates folder. Personal Templates are saved in your My
Documents folder. |
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Uses of a
Template
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| A.
Start
a new schedule with the default template |
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1. |
Choose
the File tab click
the New File ( Blank) icon 
. |
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This
opens the default template (default.mtp). |
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| B.
Start
a new schedule with any template |
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1. |
Choose
the File tab click New File ( Blank) icon
. |
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2. |
Choose
File tab in the Files and Templates: Open and Save
Options choose Save As File choose Personal
Template (or
Standard Template). |
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3. |
Choose
an MTP file and click OK. |
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| C.
Open a template onto an existing chart |
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1. |
Choose
the File tab choose Open choose Chart...open the chart that you want formatted like
the template. |
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Here
is the chart. |
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We
want the chart to look like this template. |
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2. |
Choose
the File tab in the Files and Templates: Open and
Save Options choose Save As File choose Personal
Template (or
Standard Template). A Message from Milestones appears. |
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3. |
Choose
Yes to keep the chart's project start and end dates. |
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4. |
Choose
No to use the template's project start and end dates. |
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The
chart conforms to the look of the template while retaining task
information, as seen below. |
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Replace the Default
Template |
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1. |
Choose the File tab in the
Files and Templates:Open and Save Options choose Save As
choose Standard
Template. |
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2. |
For File Name, enter or
select Default.mtp |
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3. |
Click Save |
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Now, the next time the New File
(Blank) 
icon is selected, the new template will appear. |
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Built-in templates |
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