You can populate projects by copying data from a project template using the [Copy from Template] link on the Project: Properties: Main - General page. When you populate the project using this method, you cannot scale by budget, but you copy data from within an already existing project.
If a resource is defined in the template, the resource (or role) allocation fields (that is, % Allocation and Allocation) are copied over 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.
Detailed budget data may not copy completely. If you are copying from a project template containing a detailed budget plan, check the project's Planning and Budget pages to see if the data copied correctly.
When you add a copy, new distinct roles are added; existing team roles are not reused. You can consolidate the work for existing team members or request new resources to replace the newly added roles.
To copy project template data into your new project
The Project: Properties: Main - General page appears.
The Select Project Template page appears.
The Copy Template Options page appears.
Displays the template name that is used to populate the new project.
Enter the percentage amount by which you want to increase or decrease the work estimates on each task for the new project, relative to the template.
Values: 0% means no change.
Enter the percentage amount by which you want to increase or decrease (use a negative number) the budget for the new project, relative to the budget figures entered in the template. This applies to the project's financial plans (cost and benefit plans).
Values: 0% means no change.
Select this option to convert all resources copied from the project template into roles in this project.
The template's contents are copied into the current project and the Project: Properties: Main - General page appears.
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