Applying templates to projects

A project template defines the basic structure of a project.

Project templates can include project tasks and subtasks, attachments, checklists, and other project information. Because projects often get repeated, templates enable you to create, save, and reuse project structure. You can also modify existing templates, create projects from templates, and apply templates to empty projects. A project is considered empty when it does not contain any subtasks.

With the project manager role, you can:

• Create project templates
• Use templates to create a project

With the PPS admin role, you can modify the project template configuration.

• Create a project template
  Create a template from an existing template or a project.
• Add an attachment to a project template
  Attach a file to a project template just as you can attach a file to a project or task.
• Apply a template on the Project form
  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.
• Apply template to an existing project
  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
  When you create a new project in the project workspace, you can apply a template.
• Project template configuration
  The Project Template Configuration list defines the items that are included in a template.

Parent Topic:Using Project Management