Applying Project Templates

Applying a Template to a New Project

• When creating a New Project in the Projects application or when Convert to Project is selected in a Ticket Application, scroll to the Advanced section and expand if needed, then select a Project Template from the Project Template dropdown.
• When Staff Request is chosen in the Portfolio Planning application, select the desired Project Template from the drop down menu on the Staff Request details screen.

This will apply all settings configured in the Project Template including:

• Briefcase Folders and Files
• Issues and Issue Categories
• Links and Link Categories
• Risks and Risk Categories
• Plans - a copy of all plans in the template will be created in the new project

Applying a Template to an Existing Project

A template may be applied to an existing project by the Project Manager or an Alternate Manager.

1. In the Projects Application, Open the project.
2. Select Details in the left navigation menu.
3. Select the Actions drop down from the top navigation bar.
4. Select Apply Project Template.
5. Choose a Project Template from the list.
6. Select the parts of the Project Template that you wish to apply.  
   • If you choose Plans, a copy of all plans in the template will be created in the existing project. Existing plans will not be changed or removed.
   • If you select, Briefcase, Links, Issues, or Risks, additional items or categories will be created but existing items and categories will not be changed or removed.
   • Multiple Project Templates may be applied to a single existing project.

Adding a Project Plan from a Template

A template can also be used to add one specific plan to an existing project or Project Request.

1. In the Projects Application, Open the project (or in the Portfolio Planning application, Open the Project Request).
2. Select Plans in the left navigation menu.
3. Select + New from the top navigation bar.
4. Enter a Name for the new plan.
5. Choose the Plan Type (Card Wall or Waterfall).
6. Choose Use a plan from an existing Project Template.
7. Choose Save.
8. Select the Project Template from the drop down list.
9. Select Create to the left of the plan template that you wish to copy.
10. A copy of only the one selected plan will be created in the existing project.
11. Plans may be created from multiple templates in the same project by repeating these steps.