Tips and Tricks for Copying Views

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About this lesson

When you create custom tables, reports, views, filters, and other custom items, you can copy these from one project to another. You can do this using the organizer.

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2013, 2019/365.

Quick reference

Tips and Tricks for Copying Views

When you create custom tables, reports, views, filters, and other custom items, you can copy these from one project to another. You can do this using the organizer.

Steps

To use the organizer, follow these steps:

  • Open the source project that contains items you want to share. Also, open the target project that you want to copy to.
  • Click the File tab, select the Info menu item, and then click the Organizer icon.
  • The organizer dialog appears. Select the source file at the bottom-left pick list, then select the target file in the bottom-right pick list.
  • Select a tab containing what you want to copy, and select the item to copy on the left. Click the Copy >> button to copy the item to the target file.
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  • 00:04 In this tips and tricks lesson, I'm going to show you how you can copy your views,
  • 00:09 reports, and other information from one project to another.
  • 00:13 Now right now, I have my new house project open.
  • 00:19 And if I click over here on the Windows section,
  • 00:23 I have the view tab selected in the Window section.
  • 00:27 And you can see I have two projects open.
  • 00:31 There's a My New House project and
  • 00:33 there's this new start up business plan project that I'm working on.
  • 00:37 I'll go back to my My New House project.
  • 00:41 So now what I want to do is copy this report, maybe the calendar.
  • 00:46 Perhaps some views and tables over to the other project.
  • 00:50 So, I go to the file tab and in the file tab there's an info section.
  • 00:57 Locate the Organizer button and click that.
  • 01:02 Now what you can do, is copy information from one project to another.
  • 01:07 Now this Global.MPT file, this is actually something that stores
  • 01:14 all of the things that you use continuously across multiple projects.
  • 01:20 So if you always want a certain view, report,
  • 01:22 what have you, to be standard in Microsoft Project, you can copy it here.
  • 01:27 What were gonna do is copy from My New House over to Start Up Business Plan.
  • 01:36 We might as well copy over this My Milestone Report so select that and
  • 01:41 click the Copy button.
  • 01:44 Now I also wanna copy over the view that I created and
  • 01:48 that view was the home owner view.
  • 01:53 Now I might wanna rename this after it gets into the other project.
  • 01:56 But just for purposes of demonstration I'll go ahead and copy this over.
  • 02:02 Now, if you'll recall, the view comes with a table.
  • 02:05 We had to create the table that displayed the columns and then we have the view.
  • 02:10 So we click on the tables tab here and make sure we copy over the table as well.
  • 02:17 Finally, we could even copy over the calendar.
  • 02:20 Now, it says standard here and it says standard here.
  • 02:24 But remember, we added Holidays to our calendars.
  • 02:28 We can copy that over.
  • 02:29 And it will ask if we want to replace and we say yes.
  • 02:33 And now those Holiday calendars have been moved to the new project.
  • 02:37 Same thing with fields.
  • 02:39 If we want to take over our custom fields with our graphical indicators,
  • 02:43 we can go ahead and copy those over, too.
  • 02:46 Click the Close button.
  • 02:49 Press Escape.
  • 02:52 Go to the View Tab.
  • 02:54 And locate the other open project.
  • 03:00 Just to show you that this date is here.
  • 03:02 I can right click on duration, and insert column and type PCT.
  • 03:06 And there is our duration and cost variance fields.
  • 03:12 They should be grey right now because there is no baseline.
  • 03:15 I can click on the report tab, choose custom, and
  • 03:19 there is the My Milestone Report.
  • 03:21 And now,
  • 03:22 the My Milestone Report Is showing milestones specific to this project.
  • 03:29 I could also click the Task tab, click on Gantt Chart.
  • 03:33 And there's my Homeowner View with those fields that we created earlier.
  • 03:39 So basically, it's very straight forward to copy information, or
  • 03:42 copy your settings if you will, from one project to another.
  • 03:47 The trick is to make sure both projects are open at the same time.
  • 03:51 Now unlike Microsoft Word and Powerpoint where you can open up multiple windows of
  • 03:56 that application, you can't with Project.
  • 03:59 So in order to access one project in another,
  • 04:01 you always have to go the view tab, and use this Windows section.
  • 04:06 There's a number of other options here such as clicking Arrange All so
  • 04:09 you can see both projects at the same time.
  • 04:13 But the way to maneuver between both projects is by clicking this pick list.
  • 04:18 So remember the organizer is very important for
  • 04:21 you if you want to move settings, views, custom fields, over from one to another.
  • 04:27 And that again is located in the File Tab, and in the Info section, and
  • 04:31 you can use the Organizer.

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