Adding a project template is same process as adding a new project.
Creating a Template
From the Project Add/Edit screen, select the final checkbox labeled Template on the bottom of the General Tab:
The help text says A template to reuse when creating new Projects.
Tasks should be scheduled without manually-entered dates:
- Use flexible constraints like "As Soon As Possible"
- Task schedules will automatically adjust based on the start date of the new project
Don't use actual resources on a template, unless those resources are always (or almost always) the same as assigned to the final project:
- Assign tasks Resource Types for easier assignment of the resources on new projects
- This is also helpful for using contract pricing in which the Resource Types for the task determines the billing rate
- It allows for different contracts to be applied to the new projects which will automatically update the billing rates for all of the tasks
If using auto-alerts for notifications on templates, set them as role-based auto-alerts so that they will dynamically send to the correct resources:
- For example, a project schedule auto-alert for a change in schedule can be set for the project manager role
- Schedule-based auto-alerts will not send for template projects themselves
If using the document repository for project documents, you may want to set up sub-folders and even document templates inside of the project template:
- These items will copy into new projects
Data copied from the template
- Task schedules
- Resources, including resource assignments to tasks.
- Resource updates, such as percent complete, actual start and actual end dates
- It is recommended to leave these blank
- Item attachments such as folders, files, discussion threads, issues, to dos, shortcuts, and approval requests
Data NOT copied from the template
- Time and expense entries
- Item comments
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