This tutorial on how to reuse an existing Microsoft Project 2007 schedule should be helpful to consultants who move from engagement to engagement across multiple companies and to corporate IT managers, who will likely move into other projects where they will need to replicate the success of past projects.
Step 1: Clear the project baseline
- On the Tools menu, point to Tracking, and click Clear Baseline.
- In the Clear Baseline dialog box, click OK to clear the project baseline for the entire project (Figure A).
Step 2: Clear the project resources from assigned tasks
- Select View | Resource Sheet.
- Select all the releases and click Delete
You may also consider replacing the names with a specific project role so you can replace those names in the future.
Step 3: Set Task 0 summary task to zero percent
If you are not using an overall summary task for your project, you can also:
- Select all the tasks in the project schedule.
- Select the Tools menu | Tracking | Update Tasks item.
- Set to % Complete to 0 and click OK (Figure B).
Step 4: Remove task constraints and deadlines
In any task view, click the task, and then click Task Information . Click the Advanced tab.
- Set the Constraint Type to As Soon As Possible and click OK (Figure C).
Step 5: Clean up specific tasks
The next step is to remove any tasks that are not specific to the current project. If there are tasks that you may want to use but don’t want to include in the schedule at this time, use Microsoft Project 2007’s Inactivate Task feature to exclude the task for now.
Step 6: Review task predecessors
As you review the tasks in the schedule, remove task predecessors that no longer make sense for the given project. In your previous project, you may have added predecessors to balance resources or reprioritize work. It shouldn’t take too long to identify the valid task groups that need predecessors.
To remove any deadlines, add the Deadline column to your current view, filter on the deadline dates, and remove the Date value from the deadline column.
Step 7: Set the new project start date
With the legacy values removed, the next step is to reset the project start date.
- Select Project menu | Project Information.
- Enter a new Start Date and click OK (Figure D).
Step 8: Continue schedule development based on your new project’s scope
You’ve successfully reset the project schedule and have a proven-in-practice template that can be further adjusted to meet the current project needs. You should continue adding tasks, adjusting durations, and developing the project schedule.
Modification using ms project 2007 based on techrepublic