Add a Project Template

Project templates are created when the organization manages similar, repeatable projects.

When creating a template, you can choose to copy data from an existing project or template. Data stored at the workspace-level and relationships between projects are not available to copy.

After a project template has been added, see Add a Project for instructions on how to copy data from the template.

To add a project template:

  1. In the object selector, select ﱆ Project, select Add, and then select Template.
  2. In the Create New Project Template panel, complete the following steps:
    • In the Project Template Details step, enter general details about your project template, and then select Next.

      Note: The default currency is the parent workspace currency. You can select a different currency if needed.

    • In the What's Included step, select the information to copy from an existing project or template, and then select Next.

      Note: The What's Included step appears if you choose to copy data from an existing project or template in the Project Template Details step. By default, all project data will be copied. Clear the Select All check box if you want to choose from predefined groupings of app and settings data. When you select a group to copy, additional object dependencies are automatically included. For example, when you copy Activities, WBS data is automatically included. Select the Help icon next to a dependency for more information.

    • In the User and Group Access step, select users and user groups who need to access the project template, and then select Next.

      Note: The user who adds the project template is automatically assigned access to the template with the Administrator permission set assigned. Access cannot be removed during the project template creation process.

    • In the Permission Sets step, assign permissions to the users and groups who can access the project template, and then select Next.

      Note: By default, the user adding the project template will be assigned the Administrator permission set for the Project, File, Custom Log, and Report permission sets for the project template. The permission sets for the user adding the project template can only be changed after the project template is created.

    • In the Companies step, select the companies who are responsible for the work on your project template, and then select Next.
    • In the Summary step, review and edit your selections, and then select Add Project Template.

You can also perform this task from the Projects page:

  1. In the object selector, select ﱆ Project, and then select View Projects List.
  2. On the Projects page, select the group where you want to store the project.

    Note: The group may be the workspace name or another grouping name if a Group By option is selected for the table. If the table is organized by a group other than workspace, then the new project template will inherit the attribute for that group. For example, if the table is grouped by a project code, the new project template will inherit the project code for that group.

  3. Select the Add menu, and select Template.

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