Project template configuration

Navigate to Project Administration > Settings > Template Config to display the Project Template Configuration list. Each item in this list has:

• A defined parent table. The exception is pm_project, which is the root or top-level object in the template.
• A link element. A field that links the parent table and the child table.
• A list of fields to include in the template. The fields defined in this column are the fields that are copied to a project template.

The Project Template Configuration list contains three default template configuration items: project, project task, and project subtask. You can modify these default items or create additional items from this list.

Table 1. Default Project Template Configuration Items

Item	Definition	Parent	Link Element
pm_project	Project object	None. This object does not have a parent because it is the root level.	None. This object does not have a link element because it is at the root level.
pm_project_task	Project task object	pm_project	Parent. Because this task object is one level below the root level, it uses the parent table as a link element.
pm_project_task	Project subtask object	pm_project_task	Parent. Because this subtask object is two levels below the root level, it uses the parent table as a link element.

Click an item in the Project Template Configuration list to open the project Template Configuration form.