Managing Projects › How to Create Projects › Create Projects from Project Templates

Create Projects from Project Templates

You can create a new project by copying a project template and then modifying the template according to the new projects requirements. When you create a new project from a template, a version of the Create Project page appears with additional template-related fields. Some of the fields are populated with data from the template. Others need your input. You can edit any of the fields available on this page.

To create a project from a project template

1. Select Projects from the Portfolio Management menu.

   The Projects list page appears.

2. Click New from Template.

   The Select Project Template page appears.

3. Select the template you want to use and click Next.

   The Create Project page appears.

4. Do the following, and click Submit:
   • Complete the required fields in the General section.
   • Complete the following fields in the Copy Template Project Options section:

   Template Name

   Displays the template name that is used to populate the new project.

   Scale Work By

   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.

   Scale Budget By

   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.

   Convert resources to roles

   Select this option to convert all resources from the project template into roles in the new project.

More information:

Create New Projects