Ceptara

How do I share a template?

Please contact us via the website's contact [page] and we will provide a way to get your WBS posted.

How do I create a template?

Using the [Organizer] Add-in, go to Project Explorer and select the project you want to create a template for in the tree view.  Select Import / Export from the Project menu.  Then using the Wizard select 'Export project to a work breakdown structure template file'.  Follow the prompts to create the file.

How do I use a template?

Using the [Organizer] Add-in, go to Project Explorer and select the project you want to add the template to from the tree view.  Select Import / Export from the Project menu.  Using the Wizard select 'Import a work breakdown structure template file'.  Follow the prompts to add the tasks and artifacts to the selected project.

Example:

I need to frequently set up speaking engagements for my boss.  I do it the same way every time.  I start the project 90 days ahead of the time the speaking engagement is scheduled to occur.  How can I set up a template so that whenever a new engagement is to be scheduled, I can use a WBS template to map out the tasks for me.

Making this really simple, Let's assume I have a two task project:

1. Set up for speaking engagement – due date: 1/1/2011
2. Deliver speech – due date: 3/31/2011

Exporting those tasks will then create a relative WBS template.

Now let’s import our WBS template for ‘Speaking Engagement’

1)      Import Speaking.WBS
2)      Start Date = 6/1/2011

New tasks will be created and should be something like:

1)      Set up speaking engagement – due date: 6/1/2011
2)      Deliver speech – due date: 8/31/2011