---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Apply a template on the Project form

# Apply a template on the Project form {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
While creating a project using the Project form, you can apply a project template to
include project tasks and subtasks, attachments, checklists, and other project information.
You can apply a project template to a new project or an existing project.

## Before you begin

Role required: it_project_manager

## About this task

A project created from the off-schedule project template honors the off-schedule tasks and adjusts the dates according to the given start date.

When applying a template to a project, the project state is set to the
default state. Activate the default project state (pm_project.state = -5), and use
it as the default value as it is Out Of The Box. You can update the label for the
State field to meet your requirements if
Pending doesn't fit well.

## Procedure

* To apply a template on the blank project form:
  1. Navigate to AllProjectProjectsCreate New.
  2. Select the link next to To create project from a template.  
     The Apply Template window appears.
  3. Enter the project name, select the start date, and select a project template.
* To apply a template to an existing project without any project tasks or subprojects:
  1. Navigate to AllProjectProjectsAll and select a project.
  2. Select the To apply template click here link.  
     The Apply Template window appears.
  3. Select the start date and select a project template.
**Related concepts**   

* [Project template configuration](https://servicenow-prod.fluidtopics.net/Q5hE8nErEl3J_QUMvy0rzQ "The Project Template Configuration list defines the items that are included in a template.")  
**Related tasks**   

* [Create a project template](https://servicenow-prod.fluidtopics.net/FYRVP0b53p0iIHstb198xg "Create a template from an existing template or a project.")
* [Add an attachment to a project template](https://servicenow-prod.fluidtopics.net/TekX8rPAo8ImCaK123DVhA "Attach a file to a project template just as you can attach a file to a project or task.")
* [Apply template to an existing project](https://servicenow-prod.fluidtopics.net/37R5eMJG_J5AFDCWvucMCA "Apply one or multiple project templates to an existing project from the project form or Planning Console.")
* [Apply template to a blank project in project workspace](https://servicenow-prod.fluidtopics.net/DZaTV_BSAC_aR_poKIqAsQ "When you create a new project in the project workspace, you can apply a template.")

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