Sunday, August 26, 2007

How to share views, tables, forms, reports, calendars across projects?

How to share views, tables, forms, reports, calendars across projects?

In this post, you would find how the following elements can be shared among projects
1. Fields
2. Groups
3. Calendars
4. Toolbars
5. Maps
6. Forms
7. Tables
8. Filters
9. Views
10. Reports
11. Modules

Microsoft Project uses the Organizer to help you share the elements more among projects.

1. To display the Organizer, choose Tools > Organizer (or) choose Views > More Views … Organizer.
2. When a blank project created, its elements are copied from Global template (Global.mpt). So, any custom elements created in your project can be copied to Global template using Organizer.
a. Choose the appropriate tab in Organizer, say "Calendar"
b. Select the element(s) to be copied from the active project on the right hand side
c. Ensure "Global.mpt" is selected under "Calendars available:" on the left hand side.
d. Choose "<< Copy"

3. If element(s) needs to be copied from your active project to another project, then
a. Open the both the projects, say "eShop Application" and "Inventory Management" in Microsoft Project
b. Select the active project, say "eShop Application" by choosing Window > "eShop Application"
c. Open Organizer and choose the elements to be copied on the right hand side
d. Select the target MPP file under "Calendars available:" on the left hand side
e. Choose "<< Copy"

Next Post: How to view the dependencies between activities in your schedule?

Quote: "Do what you can, with what you have, where you are." - Theodore Roosevelt

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