Create a project template by copying a template or project

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Create a project template by copying a template or project

You can create a Project Template by copying from an existing Project template or an existing Project.

Note: You can choose to copy any existing Custom Calendars from the template or from an existing project.

To create a project template by copying an existing project or project template

Go to the Company Workspace tab and switch to Admin mode.

Click Templates > Project (Standard) in the left Navigator, then select a project category. The default is All. Use caution when defining a project category. You cannot “re-categorize” a project or project template once it is created and saved.

From the File menu, choose New > Copy From. The Template Project Cloning window opens.

From the Copy From dropdown list, select one of the following:

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Template: The log displays the list of existing project templates

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Project: The log displays the list of available company-sponsored projects

Select a listed template or project name.

In the Select Modules pane, select the modules to include in the new template.

Click OK. The Template window opens, displaying the project template properties.

Most properties are copied from the original project or template into the Template properties window, with the following exceptions:

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Project Number: On the General tab, enter a Project Number

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Project Currency: On the Standards tab, specify the Project Currency

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Project Image: On the Standards tab, specify the Project Image (optional)

Click OK. Click Yes to confirm.

Caution: Use caution when selecting which modules to copy. When you create a project template by copying from an existing project or template, you will be copying existing setups already created in the selected modules. (For example, if you select Cost Sheet, you will copy not only the project cost sheet, but any existing work packages and worksheets as well; since cost sheets and work packages cannot be deleted once created, you will not be able to delete these from the new template.)

Oracle Corporation