Project template

Project templates are a handy tool for handling similar projects. They offer a ready-to-use structure that saves you time, including project elements and processes.

These templates simplify planning and ensure uniformity across your projects, making information easy to understand and share. You can modify an existing template instead of starting from scratch, speeding up the project setup. Templates, built on best practices and past lessons, boost efficiency. They can also guide us to avoid common errors.

Moreover, templates aid in quality control. Monitoring and checking compliance is more straightforward if all projects follow set standards.

For more information, refer to Create a project from a template.

Create a project template

1. From the menu bar, navigate to the Projects tab.
2. Select the Templates tab.
3. Click the Add button to create a new project template.
4. In the window that opens, enter the name of the template in the Name field.
5. Select the Workspace. The drop-down list displays only the workspaces you are authorized to access. If you are assigned to a single workspace, it is selected by default.
6. (Optional) Enter a description in the Description field.
7. Click the Add button again to create the template.
8. Start editing the template’s Budget, Risks, and Products schedule. New projects based on this template will contain these pre-defined elements.

Creating a Template from an Existing Project

You can create a new template based on the structure of an active or completed project. This allows you to standardize proven processes without configuring them from scratch.

To create a template from a project:

1. Open the project you want to use as a source.
2. Click the Gear icon (Settings) located next to the project name in the header.
3. Select Clone from the dropdown menu.
4. In the new window, enter the Name for the new project template.
5. Select the Workspace. Just like creating a new template, you must specify where this template will reside.
6. (Optional) Enter a Description.
7. Click the Create button. The project template has been created successfully. It retains the data structure from the source project within the selected workspace.

Cloning a Project Template

If you want to create a variant of an existing standard, you can clone a template instead of building it from scratch.

To clone a template:

1. Open the project template you want to duplicate.
2. Click the Gear icon located next to the template name and select Clone.
3. In the window that opens, enter a Name for the new project template.
4. Select the Workspace. You must specify the target workspace where the new template will be saved.
5. (Optional) Enter a Description.
6. Click the Add button.

You have successfully created the project template. The data matches the original template, but is now saved as a new object in the selected workspace.

Schedule template

Making a schedule in a template is like making a project schedule. The schedule in the project template only allows you to perform some functions available in the project schedule. In addition, in the schedule elements, start and end are specified using business days rather than calendar days.

For more details, refer to: Tasks and Milestones, Schedule List and Schedule Timeline (Gantt)

Budget template

Planning the project budget in the project template is similar to planning the project budget. The budget in the project template only allows you to perform some functions available in the project budget. In addition, in the budget elements, we specify dates using working days rather than calendar days.

For more details, refer to Budget.

Risks template

Project risk management in the project template is similar to project risk management. Risk management in the project template only allows you to perform some functions available with project risk management.

For more details, refer to Risks.

Products template

Managing project products in a project template is similar to managing project products. Managing products in a project template does not allow you to perform all the functions available when managing project products.

For more details, refer to Products.