Wednesday, 7 December 2016

How to Save a Project as template for SharePoint online step by step with screen shots

This article is about Project server related task and functionality, as we are knowing about use to Templates in SharePoint. We are configuring this real example and deploying the same.
I have posted all details and description about site template which will come default from Microsoft:
If customer need a template same as the existing project, which he wants to deploy to the environment.
Follow the below steps to created Project site template:
  • Login to Project PWA site with administrator login details
  • Go to Project center and select a project which you want to create as template or if you have direct project site link you can follow the same.
  • In case don’t have Project site URL, select project from Project center and click on Project site from left side of page on the Project.
Note: might be you will get an error about project site is not yet configured so we need to configure the project site first.

See below URL to configure Project site for any project on Project online.

  • Once Project site configured or navigate to Project site page.
  • Select site setting option from Gear box (setting page of PWA) in right side screen on the corner.
  • Here we will getting an option called save site as template from Site action. See below
  • After clicking on save as site template it will ask to enter file Name, Template Name, Description and Include content if you wish.
File Name: Enter the name for this template file
Name and Description: The name and description of this template will be displayed on the Web site template picker page when users create new Web sites.
Include Content: Include content in your template if you want new Web sites created from this template to include the contents of all lists and document libraries in this Web site. Some customizations, such as custom workflows, are present in the template only if you choose to include content. Including content can increase the size of your template.

  • Once clicked on ok, it will create and will saved to Solution gallery.
Verify by going to root site and clicked site setting and solution under the web designer Galleries.

Thanks ☺

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