Save as a Template

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About Templates
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. 
 

Chart or Template?      

 
This is an example of a Chart.
     
The chart below is an example of a Template of that same chart.  On the File tab, choose Save As. 

Then choose Personal Template.
 
Personal Template
     

Templates retain these settings:

When you save a template, you are saving these attributes of your schedule...  (Not the schedule tasks or dates)
 
  • The schedule layout - chart size, margins, column widths, legend height, lines per page
  • Background color and frame
  • Current date line and text display
  • Page number display
  • Date Sensitivity options
  • Grid line settings
  • The symbol date format
  • The default symbol size
  • Default text styles
  • Column headings
  • SmartColumn settings (Milestones Professional)
  • Toolbox settings, including the size of the toolbox, and the symbols and connectors used
  • Legend entries
  • DataGraph and ValueSet formatting
  • The dependency mode setting
  • Calculation columns (Milestones Professional)
  • Outline shading (Milestones Professional)
  • Summary Bar Settings  (Milestones Professional)

Templates do not retain these settings:

When you save a template you will NOT save this information...
 
  • Freeform text
  • Schedule title
  • Task names on the schedule and any text entered into columns
  • Milestone symbols on the schedule
  • Values in the ValueSets (Milestones Professional)
  • Bars or lines in the DataGraphs (Milestones Professional)
  • Lines, circles or boxes drawn with the drawing tools
  • Any graphics files you have inserted or pasted
    

What is the difference between a Personal Template and a Standard Template?

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.
     

Uses of a Template

A.  Start a new schedule with the default template

1. On the File tab click New File (Blank).
This opens the default template (default.mtp).

B.  Start a new schedule with any template

1. On the File tab click New File (Blank) .
2. Click  (Open) . Then, choose Personal Template (or Standard Template).
3. Select an MTP file (a template) and click OK.

C.  Open a template onto an existing chart

1. On the File tab click Open. Then, pick Chart...to open a chart you want to reformat.
   
Here is the chart.
We want the chart to look like this template.
2. On the File tab click Open.  Then, pick either Personal Template or Standard Template.  Select the template you want to use to reformat your original schedule.  
3. A Message from Milestones appears.  Choose Yes to keep the chart's project start and end dates or No to use the template's project start and end dates
        
The chart conforms to the look of the template while retaining task information, as seen below.
 
Replace the Default Template
  1. On the File tab, choose Save As and then choose Standard Template.
  2. For File Name, enter or select Default.mtp
  3. Click Save
   
  Now, the next time the New File (Blank) icon is selected, the new template will appear.
   
  Built-in templates