11/26/2022 0 Comments Ms project template![]() ![]() ( stands for the name of the current tab). In the Available In box in the lower-right corner of the dialog box, click the project that contains the element you want to copy, if necessary. The Organizer dialog box appears, as shown in Figure 23-16.įigure 23-16 Copy customized elements from a project and the enterprise global.Ĭlick the tab for the type of element you want to copy-for example, Views. On the File tab, click Info, click Manage Global Template, and then click Organizer. The enterprise global opens as Checked-Out Enterprise Global. On the File tab, click Info, click Manage Global Template, and then click Open Enterprise Global. In Project Professional, open the regular enterprise or nonenterprise project that contains the element you want to copy to the enterprise global. Log in to the Project Server through Project Professional. To copy custom elements from a regular project to the enterprise global, follow these steps: You can simply copy the custom change from the regular project to the enterprise global by using the Organizer. But you don’t have to make the change twice. ![]() You might find it a great idea to experiment with certain customized changes by applying them to a regular enterprise project or even a local project before checking out the enterprise global and making the changes there. Copying a Custom Element from a Project to the Enterprise Global (See Figure 23-15.)įor more information, see “Working with the Project Global Template” on page 1189. The enterprise global opens as a special project plan called Checked-Out Enterprise Global. In Project Professional, on the File tab, click Info, click Manage Global Template, and then click Open Enterprise Global. To use Project Professional to check out and change the enterprise global, follow these steps:īe sure you’re logged in to the project server through Project Professional. “Customizing the Project 2010 Ribbon” on page 1153īy default, only the project server administrator and portfolio manager have the Save Enterprise Global permission which allows updates to the enterprise global. Table 23-1 Customizable Project 2010 Elements The table also provides cross-references to sections in this book where you can find more information about customizing these interface elements. Table 23-1 shows the Project 2010 elements that can be modified in the enterprise global and integrated with all enterprise projects. The following list contains examples of the tailoring and standardizing you might do for projects in your enterprise:īuild and apply macros to enterprise data The standards propagated through the enterprise global template also make it possible for project information throughout the enterprise to be compared and analyzed in meaningful ways. These standards provide for customization and consistency across all projects in an organization. The enterprise global dictates standards being enforced and customizations made available to Project 2010 interface elements in projects throughout the enterprise. The enterprise global is akin to a global template, or the “global global,” over the regular project global template. ![]() When a project manager or other authorized user checks out an enterprise project, the latest update of the enterprise global is automatically attached. Working with the Enterprise Global Template When you check in the enterprise global with your changes, the elements you changed become part of all projects throughout the enterprise. You can define views, tables, filters, macros, custom fields, and more. You check out the enterprise global and then customize any number of Project 2010 elements as necessary. To create and disseminate custom project elements, you use the enterprise global template, also simply known as the enterprise global. Standardizing Enterprise Project ElementsĪs the project server administrator, you have the authority to define customizations needed by your organization and then propagate those customizations to all enterprise projects as the accepted project management standards. ![]()
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