Background Information
To customize your WSS template, you must perform a series of three high-level steps, which are:
· Create a new site to work on your custom template
· Export your newly modified template
· Import the template for use with Project Server
Create a new site and customize your template
1. Browse to Project Web Access, and click On Admin, Manage Windows SharePoint Services, Manage SharePoint Sites.
2. Click the Site Administration Link. This opens the Site Settings page in a new window.
3. On the Site Settings page, click Manage Sites and Workspaces in the Administration section.
4. Click Create at the top to create a new site
5. Give your new site a Title such as Template, supply the Web Site Address and then click the Create button.
6. In the Template selection area, choose the Project Workspace, and click OK.
A window now appears containing the template site that you just created. At this point, customize this site to your needs by adding extra fields to lists such as Issues and Risks, or by applying new themes to the site.
Warning: Changing some field values, such as "status" in Risks, can cause malfunctions in program logic.
Export the template site
1. In the home page of your template site, click "Site Settings", then "Go to Site Administration".
2. Click "Save site as a template"
3. Give the file a name, such as "template", and supply a Template Title, again such as "Template".
4. On the next page, click the "Site template gallery" link.
5. In the Site Template Gallery, click the name of the site that you just created.
6. In the dialog that asks you to save the template file to your local machine, save this file in a location such as c:\temp.
Import the file into the server as a template
1. Working directly on the server, copy the file that you created in the second step to a location on the server itself
2. Open up a command prompt on the server, type:
cd c:\Program Files\Common Files\Microsoft Shared\web server extensions\60\BIN <enter>
3. In the same command window type:
stsadm.exe -o addtemplate -filename <name of the file created> - title <title of the site> <enter>
4. If successful, you receive a message stating that IIS needs to be restarted.
5. In the same command window type iisreset
6. Browse to Project Web Access, Admin, Manage Windows Sharepoint Services, Site Provisioning Settings.
7. In the Site Template field, you can now select the template that you just uploaded.