Create a project template

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create a template from an existing template or a project.

    Vorbereitungen

    Role required: it_project_manager

    Warum und wann dieser Vorgang ausgeführt wird

    When you create a template from a project, all the project attachments and checklists are copied to the template. You can add or remove attachments from the template using the Project Template form. A project template created from an off-schedule project honors the off-schedule tasks.

    Prozedur

    1. Create a template.
      OptionSteps
      From an existing template
      1. Navigate to All > Project > Projects > Templates.
      2. Open the desired project template.
      3. Select the Copy Template related link at the bottom of the form.
      4. The Copy Template dialog box opens. The Template field is auto-filled with the current template name.
      From a project
      1. Navigate to All > Project > Projects > All.
      2. Open the desired project.
      3. Select the Save as New Template related link at the bottom of the form.
      4. The Create Template dialog box opens.
    2. Fill in the following fields:
      • Template name: enter a unique name for the new template.
      • Description: enter a brief description of the new template.
    3. Select OK.
      The project template form opens for the newly created template.
    4. Make any desired changes to the fields on the project template form.
      The top section of the Project Template form includes basic template information, such as the template name and description. The middle section of the project template form defines the specific data included in the template. The information in this section is built from fields on the project [pm_project] table that the user selects and the values for those fields that the user defines.
    5. Select Update.