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 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. In this situation, a template 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 you copy data from an existing project, you can choose to include or exclude all progress and actuals values. This is especially useful when staging a project for production, or if you need to create a physical backup of a current project. If you choose to include Actuals, all project actuals from Resources & Roles, Risks, Schedule, and Tasks are copied into the template. 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.