Keep Added Custom Fields on New Projects

[TKGerdie]

We are importing information from our bidding software. The export is
created in XML file. We know the custom fields that are created. How do I
make MS Project use the same "look" everytime? I want it to remember the
custom fields I created and use that as my default blank project. I don't
care about the tasks because those could be different every time. I just
want to be able to create each project with the same columns every time.

 

[Roland]

Create or update a view/table with the custom fields and layout you are
wanting. Then change the Tools-->Options--View tab to have the Default View
be that view. If on a project server you should create a global view/table
in the enterprise global.

 

[TKGerdie]

I did update the Gantt chart which is the default view. But when I do a
File/Open it doesn't use this view. We do not have Project Server.

 

[TKGerdie]

I found these instructions on line. Can someone please tell me if there are
dangers to appending a project into a template?

•Select menu File > Save As… In the Save as Type field select *.mpt. Give
the template a name and save it.
•This template file can now be distributed.
•In the simplest case people can open the template via the File > Open menu
and then load the exported RMC file afterwards using File > Open again. When
prompted to either create a new project, append or merge select to Append.

 

[Jack Dahlgren MVP]

There should be no dangers of appending a project into a template. Once it
is appended though, save as a project not a template.
Keep the items in the template as necessary as possible - don't load it up
with too much or people will get confused.

-Jack Dahlgren