How to create a report template in Project 2013

  • Article
  • Applies to:
    Project Professional 2013, Project 2013 Standard

Introduction

This article describes how to create a report template in Microsoft Project 2013.

Note When you click Copy Reporton the DESIGNtab of the REPORT TOOLScontextual tab for a project plan in Microsoft Project 2013, a report template is not created. Instead, the report is copied to the clipboard so that you can paste it into other applications. This behavior is by design.

More Information

To create a new report template to use with other project plans, use one of the following methods.

Method 1

  1. Select a report from an open project plan, and then change the report.
  2. Click FILE, and then click Organizer. Select the Reports tab in the Organizer dialog box, and then rename the report.
  3. On the Reports tab of the Organizer dialog box, copy the report to the Global.mpt file so that the report can be used in other project plans.

Method 2

  1. Click New Report on the REPORT tab in Project 2013, select a kind of report, and then name the report.
  2. Customize the report, and then save the report to the Global.mpt file.

Note

  • The Global.mpt file is installed in the following location:

    <system device>:\Users\<your login name>\AppData\Roaming\Microsoft\MS Project\15\1033

  • You can share the Global.mpt file with other users so that they can access the new report also.