Create a re-usable template plan

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Create a re-usable template plan

To create a template plan that you can re-use for similar events:

1.Create the plan that you want to be the template.

2.File>Save As to a new file, e.g. 'template.tp'.

Each time you need to create a new plan based on the template:

1.File>Open the template plan you created.

2.File>Save As to a new plan file, e.g. ‘event.tp’

3.Modify the plan for the new event.

4.File>Save.

Advanced and Professional editions only

1.Create the plan that you want to be the template.

2.File>Save As Template to a new template file, e.g. 'template.tpt'.

Each time you need to create a new plan based on the template:

1.File>Open the template plan you created.

2.Modify the plan for the new event.

3.File>Save.

See also:

Copy guests from one plan to another

Find a missing plan file