Project Templates Overview

Project templates are reusable models of projects you can store and use later to save time and standardize your operations.

A template includes all the details, best practices, and de facto standards your organization associates with projects of a particular type. Use project templates to create a library of predefined project structures that can later be used as starting points for new projects.

For example, say your organization is responsible for managing the construction of store Smith Wholesale in multiple states. The WBSs and resources are essentially the same. A template in this situation enables you to quickly create the project and add any unique requirements for the projects in the different states.

When creating a template, you can choose to copy data from an existing project or template. When a template is created from an existing project, all the actual values, including dates, units, durations, and location fields are cleared. Projects or templates can be copied into the same workspace or a child workspace. If a project or template is copied to a child workspace that does not share data with the parent workspace, then data is pulled down and made available in the child workspace. This data includes resources, roles, configured fields, dashboards, units of measure, calendars, and curves.