Customize and Use Form Templates

You can use any of the four scenarios below to customize and use your own form templates. They are presented in order from simplest to most complex, depending on your needs.

Before doing any of the following procedures, back up the form templates that are supplied with Project Center to a new folder.

You must be a Project Center administrator to perform these procedures.

Perform the following procedure to simply customize the company name and logo in all form headers and apply them to all projects:

Customize the company name and logo in the default form templates

 

Perform the following procedures to customize the company name and logo in all forms and apply them to specific projects:

1. Add a new form template style to a Project Center Server to make it available to all projects on the server

2. Apply the new form template style to a particular project.

 

Perform the following procedure to customize the default form templates using Microsoft Word and apply them to all projects:

1. Modify the supplied Microsoft Word templates or create a new Word template

2. Add the new form template style to a Project Center Server to make it available to all projects on the server

 

Perform the following procedures if you want to customize the form templates using Microsoft Word and apply them to specific projects:

1. Copy the form templates that are supplied with Project Center to a new folder

2. Modify the supplied Microsoft Word templates or create a new Word template

3. Add the new form template style to a Project Center Server to make it available to all projects on the server

4. Apply the new form template style to a particular project