Body
Who can use this feature?
- Users with the Add Projects permission and access to the relevant Project application can apply a Project Template when creating a new project.
- Users assigned to a project as a Project Manager or an Alternate Project Manager can apply a Project Template to an existing project.
- Users with the Add Plans permission and access to the relevant Project application can create a plan on an existing project from a Project Template.
Applying a Template to a New Project
- When creating a New Project in the Project 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.
- In Work Management, navigate to View Applications > and select the Project application.
- Click a project name in the left navigation.
- Select Details in the left navigation.
- Select the Actions dropdown from the top navigation bar.
- Select Apply Project Template.
- Choose a Project Template from the list.
- 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.
- In the Project Application, open the project (or in the Portfolio Planning application, open the Project Request).
- Select Plans in the left navigation.
- Select + New from the top navigation bar.
- Enter a Name for the new plan.
- Choose the Plan Type (Card Wall or Waterfall).
- Choose Use a plan from an existing Project Template.
- Choose Save.
- Select the Project Template from the dropdown.
- Select Create to the left of the plan template that you wish to copy.
- Only the selected plan will be copied into the existing project.
Plans may be created from multiple templates in the same project by repeating these steps.