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

Don't use actual resources on a template, unless those resources are always (or almost always) the same as assigned to the final project:

• Assign tasks Resource Types 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