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.

Before you begin

Role required: it_project_manager

Procedure

  1. Navigate to Project > Projects > Workbench.
  2. Click New Project in the workbench header to open a new project form.
  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.