Managing Projects › How to Create Projects › Project Templates

Project Templates

Instead of creating a project from scratch, you can copy the contents of a project template into a new project. When you create a project from a template, the following information is copied from the template to the new project:

• General project attributes and any custom fields
• Staff, participants, and participant groups. You can copy over multiple roles for each entry on the template and maintain distinct assignments for each role.
• Tasks, work breakdown structures (if they exist in the template), and task assignments
• Financial plans (budget or forecast)
• OBS unit associations
• Document and folder structure
• Forms and folder structure

Note: You cannot copy start and finish dates, baseline information, financial properties, calendar, discussions, and action items from project templates.

In addition to modifying the new project's properties, you can modify the tasks, staff, and other information inherited from the template.

If a resource is defined in the template, the resource (or role) allocation fields (that is, % Allocation and Allocation) are copied over accurately into the new project so that the ETC lines up with the allocation fields. Any hard-booked resources on the source template are converted to soft booked.

Instead of copying all of a template project's contents as is, you can scale the project's overall work estimate and budget by a percentage you choose.

More information:

How to Create Projects

Designate Projects as Project Template