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

About this task

A project created from the off-schedule project template honors the off-schedule tasks and adjusts the dates according to the given start date.

When applying a template to a project, the project state is set to the default state. Activate the default project state (pm_project.state = -5), and use it as the default value as it is Out Of The Box. You can update the label for the State field to meet your requirements if Pending doesn't fit well.

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.

Apply a template on the Project form

Before you begin

Role required: it_project_manager

About this task

A project created from the off-schedule project template honors the off-schedule tasks and adjusts the dates according to the given start date.

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.

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Apply a template on the Project form

Apply a template on the Project form

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Apply a template on the Project form

Apply a template on the Project form

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