Working with Project Templates

Project templates are useful for quickly creating multiple projects with similar characteristics or projects that closely or completely resemble an existing project. Users with the Manage Collaboration Projects activity right can create and manage project templates.

Note: Task status data is neither copied over into projects that are created from project templates, nor into project templates that are created from projects.

This topic discusses:

Creating a New Project Template
Creating a Project Template from an Existing Project
Editing an Existing Project Template

Creating a New Project Template

To create a new project template from scratch:

1. Perform one of the following:

• From the application view, select Project Explorer... in the Choose Project drop-down box.

• From the Projects portlet, click Project Explorer.

2. In the Project Explorer navigation tree, browse to the Template Project Folder.

3. In the action bar, click in the New button, and, from the drop-down menu, select Project Template.
   The Project Template Editor appears.

4. Leave Create an empty project template selected.

5. Configure the project template settings.  For more information, see General Settings (Project Template).

6. Optional. Configure the project roles and default permissions. For more information, see Roles and Permissions (Project Template).

7. Optional. Configure the functional areas of the project template. For more information, see Functional Areas.

8. Optional. Configure project-wide custom properties. For more information, see Custom Properties.

9. Click Finish.

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Creating a Project Template from an Existing Project

To create a project template from an existing project:

1. Perform one of the following:

• From the application view, select Project Explorer... in the Choose Project drop-down box.

• From the Projects portlet, click Project Explorer.

2. In the Project Explorer navigation tree, browse to the Template Project Folder.

3. In the action bar, click in the New button, and, from the drop-down menu, select Project Template.
   The Project Template Editor appears.

4. Select Create project template based on an existing project.

5. Click Browse next to Source Project.
   The Choose a Project dialog box appears.

6. Select the project on which you want the project template to be based.

7. Click Finish.
   You are returned to the Project Editor.

8. Configure the project template settings.  For more information, see General Settings (Project Template).

9. Optional. Configure the project roles and default permissions. For more information, see Roles and Permissions (Project Template).

10. Optional. Configure the functional areas of the project template. For more information, see Functional Areas.

11. Optional. Configure project-wide custom properties. For more information, see Custom Properties.

12. Click Finish.

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Editing an Existing Project Template

To edit a project:

1. Perform one of the following:

• From the application view, select Project Explorer... in the Choose Project drop-down box. Browse to the project template you want to edit, select the project template, then click Edit in the action bar.

• From the Projects portlet, click Project Explorer. Browse to the project template you want to edit, select the project template, then click Edit in the action bar.

• From the application view of the project template, select Template Settings from the Manage Project drop-down box.

2. Configure the project template settings.  For more information, see General Settings (Project Template).

3. Optional. Configure the project roles and default permissions. For more information, see Roles and Permissions (Project Template).

4. Optional. Configure the functional areas of the project template. For more information, see Functional Areas.

5. Optional. Configure project-wide custom properties. For more information, see Custom Properties.

6. Click Finish.

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• About Project Templates

• General Settings (Project Template)