Create a project from the project workbench

When you create a project from the project workbench, you have the option of creating the project using a template. Choose this option by clicking the link in the banner at the top of the project form.

  1. Navigate to Project > Projects > Workbench.
  2. Click the New Project button in the workbench header.
    This opens a new project form in a dialog box.
  3. Click the template link in the blue banner at the top of the form.
  4. Fill in the fields on the Apply Template dialog box.
    • Project name: enter a name for the new project.
    • Start date: enter a start date for the new project.
    • Project template: select the template to use for this project.
  5. Click OK.

    Template tasks and attachments are copied to the new project and displayed in the project workbench.