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.
Role required: it_project_manager
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.
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To apply a template on the blank project form:
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Navigate to .
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Click the link next to To create project from a
template.
The Apply Template window appears.
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Enter the project name, select the start date, and select a project
template.
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To apply a template to an existing project:
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Navigate to and select a project.
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Click the link next to To create project from a
template.
The Apply Template window appears.
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Select the start date and select a project template.
