Apply a template on the Project form

While creating a project using the Project form, you can apply a project template. You can also apply a project template to an existing project when the project does not have a subproject or a project task.

Before you begin

Role required: it_project_manager

Procedure

  • To apply a template on the blank project form:
    1. Navigate to Project > Projects > Create New.
    2. Click 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:
    1. Navigate to Project > Projects > All and select a project.
    2. Click the link next to To create project from a
 template.
      The Apply Template window appears.
    3. Select the start date and select a project template.