You must save the modified templates in the same folder under their original names for Project Center to be able to use them.Įdit the template layout in Microsoft Word You can use Word 2007 or later to modify templates.
For this procedure, we will use the TransmittalFormView.docx template as the example. Open the template you want to modify and customize. Before getting started, locate the folder and make copies of the templates and move them to a new folder location. To access them, go to \Newforma\Templates\Twelfth Edition on the Project Center Server machine. Newforma provides several Microsoft Word templates. Create a new Word template from scratch.Modify the field data that is output to the form.Edit the template layout in Microsoft Word.This topic provides guidelines on modifying the supplied Microsoft Word templates to customize them to fit your company's needs. If you have used Mail Merge, much of this information will be familiar. Project Center takes advantage of the “Mail Merge” engine within Microsoft Word to produce a customized look and feel for Project Center forms. You can customize any Project Center form template using Microsoft Word. Project Center uses Microsoft Word as the editor for creating and modifying templates used as the basis for forms generated in Project Center.
Modify the Supplied Microsoft Word Templates or Create a New Word Template
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