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Create Custom Documents (Project Version or higher)
You can use Microsoft Word templates to
configure your own custom documents. These documents can use your standard
formatting and headers and footers. You can also embed project information
into your existing standard reports or documents using standard Bookmarks. The bookmarks specify the type of information to be placed at a specific location.
There are four steps to this process:
Create the template
Add Bookmarks to the template
Set the relevant documents to use the template
Create the reports
To create the template
In Microsoft Word, create a new template (.dot or .doc file) or open an existing template.
Create headers, footers, titles, graphics, tables of contents and any other content you require
in the template.
To add Bookmarks to the template
From the Insert menu, choose Bookmark
The Bookmark dialog opens.
In the Bookmark Name
field, type the code for the information you want to insert and then click Add. Different codes
cause different project data to be inserted in the document. For example:
