You can create projects from project templates based on standard task and role assignments based on a project type. Templates help ensure consistency and efficiency in creating projects.
Use a project template to copy the contents of the template into a new project instead of creating a project from scratch. You can also scale the overall project work estimate and budget. To scale, you require using a specified percentage rather than copying the contents of a template project as is. You can modify any of the information in the new project that is copied from the template.
You can change project templates to suit the needs of your organization. You can also duplicate templates to create new ones for each project type.
Using Project Templates with Processes
Project templates can have associated processes. The copy behavior is affected when you create a project using a template with associated processes. For staff and WBS to copy over to the new project, verify that your template process includes the following system actions:
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