| 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. |
| |
 |
| |
| This is an example of a Template
of that same chart, after choosing File | Save As | Personal
Template (or
Standard Template). |
| |
 |
| |
|
| |
|
|
| Templates
retain these settings: |
| If you
choose File | Save As | Personal Template (or
Standard Template), you are saving these
features... |
| |
-
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 and
SmartColumn settings
-
Date headings and all
timescale settings
-
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
-
Outline shading
-
Summary Bar Settings
|
|
|
|
|
|
Templates do not
retain these settings: |
If
you choose File | Save As | Personal
Template (or Standard Template), you will lose 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
-
Bars or lines in the
DataGraphs
-
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. |
Click
the New File icon 
. |
|
|
This
opens the default template (default.mtp). |
|
|
|
| B.
Start
a new schedule with any template |
|
1. |
Click
the New File icon
. |
|
2. |
Choose
File | Open | Personal Template (or Standard
Template). |
|
3. |
Choose
an MTP file and click OK. |
|
|
|
| C.
Open a template onto an existing chart |
|
1. |
Choose
File | Open | Chart...open the chart that you want formatted like
the template. |
|
|
|
|
|
Here
is the chart. |
|
|
 |
|
|
|
|
|
We
want the chart to look like this template. |
|
|
 |
|
|
|
|
|
|
|
2. |
Choose
File | Open | Personal Template (or Standard Template). |
|
|
|
|
|
 |
|
|
|
|
3. |
Choose
Yes to keep the chart's project start and end dates. |
|
4. |
Choose
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. |
|
|
|
|
|
 |
| |
|
|
|
|
Saving a Default
Template |
| |
1. |
Choose Save As | Standard
Template on the File menu. |
| |
2. |
For File Name, enter or
select Default.mtp |
| |
3. |
Click Save |
| |
|
Now, the next time the New File 
icon is selected, the template settings will be used. |
|
|
|
