Saving A Project As A Template

Templates can be created from existing projects and then used during subsequent project creation to simplify and expedite the process. 

To save a project as a template: 

  1. Navigate to the project that you want to save as a template. 
  2. Click Project Actions, then click Save as Template.
  3. Specify the following information for the template:
    Name: Specify a name for the template.
    Description: Provide a description for the template.
    Groups: Select any groups that you want to be associated with the template.
    Custom Forms: Use the drop-down list to select any custom forms to attach to the template. If any custom forms have already been associated with the project, all of the data fields from those custom forms are displayed. 
    You can include up to 10 custom forms on a single template.
    Click 'Manage Forms' to remove or reorder of the forms. For information about how to remove and reorder custom forms on the template, see "Creating and Managing Custom Forms."

  4. Click Next Step.
  5. In the Options section, select the checkbox beside any information you want to clear from the template. 
  6. Click Next Step. 
  7. In the Exclude section, select any tasks that you want to exclude from the project.
  8. Click Finish and Save Template.
    Your template now appears in the list of available templates and can either be attached to an existing project or used to create a new one. 

Audited 6/26/2018

This article last updated on 2018-06-26 21:19:29 UTC