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Easy Steps for Creating a Project Workspace Template for Project Server 2010

Michael Wharton 4 Comments 0 likes

Creating a Project Workspace Template is easy. In the past I have been using STSADM commands to manage this. The issue is often the template is associated with a project schedule and thus fails to become a template. I just recently I found a few easy steps.

  1. From Project Professional
    1. Create a project called ‘Project Workspace Template”
    2. Save Project
    3. Publish Project which creates a project workspace called “Project Workspace Template”
  2. From PWA
    1. Delete the “Project Workspace Template” project but do not delete the associate project workspace. At this point, the association of the project workspace is freed and can be used as a template.
  3. From “Project Workspace Template” Site
    1. Customize the site as needed to meet your requirements
    2. Load all the standard documents and templates in the Project Document Library
  4. From Site Setting as site as a Template
    1. Under the “Look and Feel” section; “Save the Site as a Template”
    2. Once it is saved, it will appear in the selection of the EPT.
  5. From PWA / Server Settings / Enterprise Project Types
    1. Select the EPT to update
    2. Under the Project Site Template, select the newly created template

 

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Written by Michael Wharton
MVP, MBA, PMP, MCT, MCTS, MCITP, MCSD, MCSE+I, MCDBA. Michael Wharton is a Project/SharePoint Consultant and Trainer. Michael’s career started as a software developer before moving into project management. His passion to improve project management processes began in 2003 using tools like Project Professional and Server. Since then he has trained hundreds of project managers and implemented Project Server in over twenty-five PMOs. He has passed over forty Microsoft certification exams giving him a solid technical background with Project and SharePoint Server. Michael is active in the community. He is the past President-Elect and past Director of Programs for the NC Piedmont PMI, board member of the Triad SQL Server User Group, Triad Developers Guild and Enterprise Architect Roundtable. He is currently writing a book about implementing Portfolio Management using Project Server 2013.
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4 Comments

  1. You could replace steps 1 and 2 with:
    Site Actions > New Site > Microsoft Project Site
    Fill in a Title and a URL name and click Create

  2. Agree with Reid. Steps 1 and 2 will cause issues in the future as this template has already been associated with a project. Microsoft specifically recommends against using a site for creation of a template if this site has already been associated with a project.

  3. If you are creating a template from scratch you can just create a new site.

    If; however, you are “bound” by the business unit managing Project Server, you can create a project on the server, create the workspace, customize the workspace for your business unit, save it as a template and delete the attached project schedule. This way you do not have to create everything from scratch.

    “Steps 1 and 2” will not cause any issues in the future because the project it was associated with has been deleted from the server. The link is permanently broken. In fact, you can create a workspace from the template, create a project schedule with the same name as the original, link them together, and both the new workspace and the template still work fine.

  4. I’d like to know how I can do two things;

    1. Create a link in the Project Site Template for the Project Site “Home” that will dynamically change when used for an active projects
    2. Create a link to a document template in the Project Site Template (rather than embedding the actual document)

    Any help you could provide would be greatly appreciated.

    Thanks.

    Richard

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