Correct Steps to Edit an Existing Project Plan Template?

Hi,
We have to add tasks to a current existing Project plan template which is also a part of EPT. What are the correct steps for carrying out this exercise. Please help.
Thanks in advance.

Hello,
It depends what you want to achieve. Do you want to overwrite the existing plan template or version it. Lets cover both.
Overwriting
Open the Enterprise Template in Project Professional - assume it is called "Dev Template", make the required changes. Click File > Save As, type the exactly the same name of the current template - "Dev Template", change the type to "Template" and
click save. You will be prompted about overwriting the template, Click OK. Now all future projects created from the associated EPT will have the new update plan template.
Versioning
Assuming the current template is versioned - "Dev Template v1", Open the Enterprise Template in Project Professional. Make the required changes. Click File > Save As, type the exactly the same name of the current template but update to v2 -
"Dev Template v2", change the type to "Template" and click save. Now go to PWA Setting / Server Settings > Enterprise Project Types, click the correct EPT, scroll down to the project plan template section and update the template from "Dev Template
v1" to "Dev Template v2". Click Save. Now all future projects created from the associated EPT will have the new update plan template.
Hope that helps
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS

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