SharePoint 2010 for Project Management, 2nd Edition

Workshop 9.1: Creating a PMIS Site Template

In this workshop, you will save your case study PMIS as a site template as part of your project closure activities.

For fields and settings that aren’t mentioned in the workshop steps, accept the default settings. Here are the steps to create a site template:

1. Open Internet Explorer and access your PMIS.

2. Click Site Actions→Site Settings (Figure 9-5).

   

   Figure 9-5. Accessing Site Settings

3. In the Site Actions column, click “Save site as template”, if you are a site collection administrator (Figure 9-6).

4. The “Save site as template” page will be displayed (Figure 9-7). Enter the following information:

   File name: <city>.stp (.stp is the file extension of site templates)

   Template name: <city> PMIS Template

   Template description: This is the PMIS template used for new SharePoint Dojo projects.

   Include Content: Disabled

   

   Figure 9-6. Saving a site as a template

   

   Figure 9-7. Updating site template information

5. Click OK and then OK again.

6. A page similar to the one shown in Figure 9-8 will be displayed. Applying what you learned in Chapter 2, use the following settings to create a subsite from your existing PMIS using the site template you just saved:

   1. Title: test

   2. URL name: