Define a Private Project Template

You can define a private project template if you don’t want all users of the organization to copy data from the project. Private project templates aren’t listed by name in the Templates page of the New Project wizard unless you’re a member of the project template. Non-members can use a private project template only if they have the private key of the project template.

  1. In the left navigator, click Project Administration Project Administration.
  2. Click Properties.
  3. In the Template section, click Define Template.
    The project is now defined to be used as a template with the default rules and properties.
  4. Click Edit.
  5. On the Template page, in the Visibility section, select Private.
  6. For the Private Key field, click Show. Note down the key value.
  7. Update settings, add variables, and define rules, as desired.
  8. Click Save.
Share the private key with users whom you want to use the project template and copy the project data.

To generate a new private key, edit the project template, click Show, and then click Regenerate. You may want to do this if you don't want users who already have the old key value to copy the project data from the template.