Apply a Folder Template

Apply folder templates to project, portfolio, program, or idea folders to copy a folder structure and file set. You can delete any files or folders that are not applicable without affecting the template.

To apply a folder template:

Navigate to the files page
1. In the object selector, select Project, Portfolio, Program, or Idea, and then select an object from the list.
1. From the Main Menu, select Files, and then select File List.
On the File List page, select a folder, select the Context menu, and then select Apply Template.
In the Apply Template to Selected Folder dialog box, select a template, and select OK.
You will receive a notification when the template application is complete.

Tip

Folder templates are added in the workspace settings or in the Files app at the workspace level.

Last Published Monday, September 15, 2025