Project Online: Why can’t I save my site as a template?


This can also apply for Project Server 2013, as well as Project Online – but due to some fixes made in the Online environment this is something we are hearing more about just recently.  If you want to use a custom site template for an Enterprise Project Type in Project Online then saving an existing site is the place to start – but several of our customers have been surprised to find the “Save site as template” option is not there when they review Site Settings, Site Actions:

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Sometimes they may just look at another PWA site collection and find the option is present.  But the customers aren’t aware of any changes they have made that might account for the difference.  The answer relies on the Publishing Features for SharePoint – and some history and a fixed bug…  If you navigate to Site collection features, which is found in the Site Collection Administration section at the top level site settings (a handy link on the other site settings pages will take you to the top level site settings) then you will see the feature – SharePoint Server Publishing Infrastructure.

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By default in older PWA sites you will find this Active.  In newer PWA sites it will not be Active by default.  This feature was required as part of our Business Intelligence Center provisioning, but as we moved away from using that type of library a while back (see http://blogs.technet.com/b/projectsupport/archive/2014/12/22/project-online-where-did-my-reports-go.aspx) we no longer need that feature so we do not activate it by default.  If you are not using publishing for anything else in your PWA site collection then you can Deactivate this feature in your older PWA sites.  It does give you a scary message – so you will want to check with your SharePoint administrator to be sure you are not using it – but a good indicator will be if at the site level (Manage Site Features) you see that SharePoint Server Publishing is NOT Active.

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And here is the scary message - You are about to deactivate the SharePoint Server Publishing Infrastructure feature.  If you deactivate this feature, any user data or customizations associated with this feature might be lost. In addition, any active features and apps that depend on this feature might fail to function.

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I’m not using any publishing features so I can safely deactivate – and then when I view my other sites in this site collection I now have the option to save my site as a template.

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This could also affect Project Server 2013 – but generally you will not see it unless you have turned on the site level publishing feature.  It ‘should’ be a problem – but due to a SharePoint bug the site collection feature being enabled is not stopping the ‘save site as a template’ action – and this same bug being fixed in the online environments is why we are only recently seeing this as an issue.  For the Knowledgebase article explaining why SharePoint Publishing feature does not support the “Save Site as Template” option see http://support.microsoft.com/en-us/kb/2492356.  If you do need to create a template from a publishing site then you should use a site definition template and a feature XML.  I haven’t tried this to see if would work for Project though.

Comments (8)

  1. anonymouscommenter says:

    Thank you for this post. however when I tried to deactivate publishing I received an error that I have to stop publishing on ...sharepoint.com before I can deactive. How do I stop publishing on my top level site. Thanks

  2. anonymouscommenter says:

    Excellent post Brian ! You saved my time.
    Tried to Save site as template through http://sitename/_layouts/savetmpl.aspx

  3. anonymouscommenter says:

    I tried simply save as template through this very url "http://sitename/_layouts/savetmpl.aspx" and it works just fine.
    I can't turn that feature off and i need to save templates.
    Why microsoft turn that link off when we know that is working properly?

  4. Awadallah says:

    We need to keep a history of project status. The user is entering the status as text in project detail page. we need to create the same as EPM.
    Thanks

    1. Hi Awadallan, we don't allow for historical tracking of status. You could potentially do this in an associated list in SharePoint - and I know some partners do have solutions that allow for more snap-shots to be kept. We did recently acquire on of these apps - Project Snapshot from Projectum - you should see our version of this coming along soon.
      Best regards,
      Brian

  5. Bill Tibbetts says:

    Thanks Brian!
    Once again, you've kept my hair from being pulled out (there's not much left).

  6. Dominic Moss says:

    Brian - I am using Project Online and having read this Blog I checked and the SharePoint Server Publishing feature is not enabled. I know from past experience that saving a Site as a template when it has been built using an existing site associated with a project that this causes problems. In Project Online I have found the option Sites and Workspaces on the Site Settings page "sharepoint.com/sites/pwa/_layouts/15/settings.aspx" - however creating a new site there using the Create - New Site - Template/Collaboration - Project Site does not result in a Site that is like those provisioned when creating a new project in Project Online - where am I going wrong?

    1. Hi Dominic, the use of a site already associated with a project isn't the issue that it used to be - and this is an approach that should work in Project Online. However by habit I usually still avoid that scenario and use 'create site'. The difference you may be seeing is that during the provisioning of a site when creating a project one of the last actions we do (and I don't know why we do this...) is we apply the theme that Project uses. This might be the difference you are seeing.
      Best regards,
      Brian

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