Working with Project Templates

Project templates act as a format that you can use when creating new projects or templates.

Working with project templates

The Documents, Issues, and Team Usage pages are not available for project templates. If you navigate to one of these pages while working with a project template, you will see the message: Project templates are not supported on this page. When working with templates on the Activities or EPS pages, the Issues and Documents detail windows are visible but their icons are disabled.

Creating project templates

You can create a brand new project template, or you can copy and modify an existing template or project to make a new template. If you select to copy a project or template, you can copy the entire template, or you might insert only the WBS portion into a project.

Because issues and documents are not available for project templates, when you copy an existing project to make a template, the issue and document information does not carry over.

When you copy a project to create a template, some fields are automatically cleared of any values and disabled to prevent the reuse of data out of context. For example, actual dates and costs are not permitted in templates.

Opening project templates

Project templates cannot be opened in conjunction with other project templates or with projects. If you open a project or a project template on the EPS page when you have a project template open, the initial project template will close. Conversely, if you have a project or group of projects open and you open a project template, the projects will close.

This is also true when working in the Open Projects dialog box. For example, when you have a project template open, the Open Projects dialog box will display the template in the Selected Templates list. If you add a project to the Selected list, the application will remove the project template from the list. If you already have a project template selected, the application will not allow you to add another template to the list. On the other hand, if you try to open a project template when projects are already open, the projects are replaced by the project template.

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