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    Home Orlando IT Business Management IT Business Management Project Portfolio Management Project Management Project templates

    Project templates

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    Project templates

    A project template defines the basic structure of a project.

    Project templates can include project tasks and subtasks, attachments, checklists, and other project information. Because projects often get repeated, templates enable you to create, save, and reuse project structure. You can also modify existing templates, create projects from templates, and apply templates to empty projects. A project is considered empty when it does not contain any subtasks.

    With the project manager role, you can:
    • Create project templates
    • Use templates to create a project

    With the PPS admin role, you can modify the project template configuration.

    • Create a project template

      You can create a template from an existing template or a project.

    • Add an attachment to a project template

      Attach a file to a project template just as you can attach a file to a project or task.

    • 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.

    • Apply template to a blank project in project workspace

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

    • Project template configuration

      The Project Template Configuration list defines the items that are included in a template.

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      Project templates

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Project templates

      A project template defines the basic structure of a project.

      Project templates can include project tasks and subtasks, attachments, checklists, and other project information. Because projects often get repeated, templates enable you to create, save, and reuse project structure. You can also modify existing templates, create projects from templates, and apply templates to empty projects. A project is considered empty when it does not contain any subtasks.

      With the project manager role, you can:
      • Create project templates
      • Use templates to create a project

      With the PPS admin role, you can modify the project template configuration.

      • Create a project template

        You can create a template from an existing template or a project.

      • Add an attachment to a project template

        Attach a file to a project template just as you can attach a file to a project or task.

      • 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.

      • Apply template to a blank project in project workspace

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

      • Project template configuration

        The Project Template Configuration list defines the items that are included in a template.

      Tags:

      Feedback

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