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

    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.
    Related tasks
    • Create a project template
    • Add an attachment to a project template
    • Apply template to a blank project in project workspace
    Related concepts
    • Project template configuration

    Tags:

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    Release version
    Choose your release version

      Apply a template on the Project form

      • 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

      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.
      Related tasks
      • Create a project template
      • Add an attachment to a project template
      • Apply template to a blank project in project workspace
      Related concepts
      • Project template configuration

      Tags:

      Feedback

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