Effortlessly Create and Utilize Microsoft Project for the Web Templates

Hey there, fellow Microsoft Project for the Web users! If you’ve been using this application, you’ve probably noticed the absence of a straightforward way to save personal project templates. But fear not! In this blog post, I’m here to guide you through a nifty workaround that will help you create pseudo Project for the Web Templates and use them to efficiently kickstart new projects. If you would prefer to watch the YouTube video on this subject, click here or click the thumbnail below.

Project for the Web Templates

Project for the Web Templates: Creating Your Pseudo Project Template

To get started, follow these steps:

  1. Open Your Desired Project: Fire up Microsoft Project for the Web and create the project that you want to serve as your pseudo project template.
  2. Rename and Refine: Append the word “template” to the end of your project’s name. For instance, if your project is about new product development, rename it to something like “New Product Development Template.”
  3. Set Up the Grid View: Organize your grid view exactly how you want your project to appear when you start a new project from the pseudo template. Customize the columns, layout, and any additional details you want.
  4. Save and Return: Once everything is set up, save your project changes, and return to the project’s home page.

Designating Your Pseudo Project Template

To ensure easy access and quick duplication, follow these steps:

  1. Mark as Favorite: Hover your mouse pointer over the pseudo project template. On the right-hand side of the project, you’ll see a “Mark Favorite” button. Click this button to move the template from the Recent Projects list to the Favorites section.
  2. Manage Your Favorites: If you have any other projects in the Favorites section that are not templates, move them back to the Recent Projects list. Reserve the Favorites section exclusively for your pseudo project templates.

Creating a New Project from Your Pseudo Template

Ready to start a new project based on your template? Here’s how:

  1. Select the Template: Click on the name of your pseudo project template from the favorites section.
  2. Copy the Template: In the upper-right corner, click the “More Actions” button (three dots). From the dropdown menu, choose “Copy Project.”

Setting Up the New Project:

Project for the Web will generate a new project that’s an exact duplicate of your pseudo template. Complete the following steps to set up your new project:

  1. Rename the Project: Click the name of the new project and enter the desired name.
  2. Set Start Date: In the right-side pane, set the start date for the project.
  3. Make Additional Edits: If needed, make any other edits in the details pane. You can rename rows, adjust details, and more.
  4. Finalize and Save: Once you’re satisfied with the changes, close the side pane. Congratulations! You’ve successfully created a new project from your pseudo project template.

And there you have it! With this clever workaround, you can easily create and use pseudo project templates in Microsoft Project for the Web. Your favorite projects remain accessible, and starting new projects with a consistent layout becomes a breeze.

If you have questions, please add them in the Comments section below. Or if you watch the video, add your questions or comments there. Please subscribe to my YouTube channel and leave “Likes” if you like the videos.

Dale Howard Project MVP
Dale Howard
Microsoft Project MVP “20 Years”

About Me

Hello there Microsoft Project lovers! I’m Dale Howard and I’ve been a Microsoft Project MVP (Most Valuable Professional) for 20 years in a row and I’m currently one of only 26 Project MVPs in the entire world. Pretty exciting, right!?

If you post a question about any of Microsoft’s PPM tools on the public message boards, look to see who the moderator or person that has answered the questions and you see, it’s frequently me answering your questions. Some people like to golf, I love Microsoft Project helping the community get to understand Microsoft Project much better.

I’ve been teaching students at all levels for over 20 years and have taught thousands of users around the world. I’ve written and co-authored 23 books on Microsoft Project, Project Online, and Project Server so if you’re like me and like to read over watching a video, you can Check Out My Books on Amazon.

For the people that like to watch videos, check out my YouTube channel. If you post a question in the comments, I’ll be happy to answer questions or create a new video to answer your question.

If you’ve got a question about Microsoft Project, Project Online or Project Server, check out some of these community post areas below where I am the moderator and have been answering questions on these message boards for over 20 years.

My Students Include:

parker aerospace
us air force
sandia national laboratories
conoco phillips

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