Overview

Purpose

This article provides a reference guide on creating a schedule template from a delivery model.

A schedule template is an export of the adopted delivery model that can be downloaded in an XML format suitable to be imported into Microsoft Project. 

The schedule template contains:

• Work breakdown containing deliverables and tasks for all stages of the planned project.
• Key milestones and task dependencies.

Pre-Requisites

 This document assumes the following has been set up and provisioned:

1. The user has adopted a delivery model.
2. In this guide, the "User" should be a Project Director and/or Manager who is tasked with performing the project review. 

Expected Outcomes

By the end of this document, the reader will be able to complete the project review function of:

1. Export a schedule template.
2. Import the schedule template into Microsoft Project.

Create Template Schedule

From the Plan tab, for the project, you adopted the delivery model to select Export Work Schedule. This will download and XML file to your downloads folder.

Import XML schedule template into MS Project

Once the XML file has been downloaded, from MS Project, select “Open” to open a new file. Then, navigate to where the downloaded XML is stored. 

BY DEFAULT MS Project will not detect an XML file in the directory because it is looking for .MPP files. From the file type dropdown adjacent to the file name field (See below), select XML, and the target XML will become visible to select.  Select the XML to open and click “Open”.