Project Templates

Adding a project template is same process as adding a new project.

Creating a Template

From the Project Add/Edit screen, select the final checkbox labeled Template on the bottom of the General Tab:

The help text says A template to reuse when creating new Projects.

Common considerations

Tasks should be scheduled without manually-entered dates:

• Use flexible constraints like "As Soon As Possible"
• Task schedules will automatically adjust based on the start date of the new project

You may use actual resources if you plan to utilize the same people each time. However, to simplify things assigning a Resource Type or Placeholder Resource will make it easier to reassign the tasks if that resource is no longer available. 

• Assign tasks to Resource Types or Placeholder Resources for easier assignment of the resources on new projects
• This is also helpful for using contract pricing in which the Resource Types for the task determines the billing rate
• It allows for different contracts to be applied to the new projects which will automatically update the billing rates for all of the tasks

If using auto-alerts for notifications on templates, set them as role-based auto-alerts so that they will dynamically send to the correct resources:

• For example, a project schedule auto-alert for a change in schedule can be set for the project manager role
• Schedule-based auto-alerts will not send for template projects themselves

If using the document repository for project documents, you may want to set up sub-folders and even document templates inside of the project template:

• These items will copy into new projects

Data copied from the template

• Task schedules
• Resources, including resource assignments to tasks.
• Resource updates, such as percent complete, actual start and actual end dates
  • It is recommended to leave these blank
• Item attachments such as folders, files, discussion threads, issues, to dos, shortcuts, and approval requests
• Auto-alerts

Data NOT copied from the template

• Time and expense entries
• Item comments
• Links