Forum Discussion
Save as a current project to a Project template via Teams Channel
Premium Office 365 for Workplace and Project is available under the Teams channel.
I have my current project ready for future projects, and have been trying to create a template, but I could not find the option to save the existing project file structure only.
Even though, I save as a copy this with a different name, the copied file works as the original file.
I got the same damage on my original Project file after some cleanup in the copied file.
There is no UNDO option.
I have looked up this Help section about it, but it says I could find a Save As under File, but my Project file under Teams Channel does not have this function.
As you see above, there is no option like I guess the Desktop version might have.
Even in my Web version does not show File tab.
Please advise.
Thank you.
Hello ujsang ,
I think you are probably reading a guide for Project Desktop. In Project for the web / Planner Premium, you have the "Copy Plan" feature.
Paul
3 Replies
Paul,
Appreciate your reply.
I tried both, but the COPY PLAN makes the same file just duplicated, and they are tied together like one file; even though I changed the subject of the new copied one and date, all changes affect the original file. I learned this the hard way and lost some of my work.
Please advise if you see otherwise.
Thank you.
Microsoft hasn't enabled the ability for you to create new a template or template from an existing plan. I doubt you will ever see this the default environment, but hopefully we will see it in named environment in the not so distance future.
Hello ujsang ,
I think you are probably reading a guide for Project Desktop. In Project for the web / Planner Premium, you have the "Copy Plan" feature.
Paul
