Define and Manage a Project Template

You can define a project template from the Project Administration page.

1. In the left navigator, click Project Administration .
2. Click Properties.
3. On the Properties page, in the Template section, click Define Template.
   The project is now marked as a template with default rules and visibility state.
4. To edit the template, click Edit.
5. In Visibility, select the template's visibility.

   Visibility Type	Description
   Draft	The project template is under design and isn’t available in the Templates page of the Create Project wizard. No user can copy data from a draft template.
   Private	The project template is published and available to organization’s users, but isn’t visible by name to all. It’s visible by name to members of the project template. A non-member user can access the template using the project template’s private key and can copy data.
   Shared	The project template is published and is available to all users of the organization. Any user can copy data from this project.

6. To change the name and description of the project's template, enter a new name in Name and description in Description.
7. To specify an icon for the template, in Icon, click Change, browse and upload an image of size 48x48 pixels.
8. In the Variables and Rules sections, specify the variables and rules. Click Save when you're done.