Apply a template to a blank project in the console

When you create a new project in the planning console, you can apply a template.

Before you begin

Role required: it_project_manager

Procedure

  1. Create a project in the planning console. The Project form overlays the console and the templates are shown at the bottom.
  2. If the templates do not appear at the bottom, click the ellipsis () icon and select Toggle Template Bar.
  3. Click the template link in the template bar at the bottom of the form.
    The template is applied to the project.