Apply template to a blank project in project workspace

When you create a new project in the project workspace, you can apply a template.

Avant de commencer

Role required: it_project_manager

Pourquoi et quand exécuter cette tâche

A project created from the off-schedule project template honors the off-schedule tasks and adjusts the dates according to the given start date.

When applying a template to a project, the project state is set to the default state. Activate the default project state (pm_project.state = -5), and use it as the default value as it is Out Of The Box. You can update the label for the State field to meet your requirements if Pending doesn't fit well.

Procédure

1. Navigate to All > Project > Projects > Project Workspace.
2. In the project workspace header, select New.
3. Enter the project name, select the start date, and select a template in Create Project dialog box.
4. Select OK.

Concepts associés

• Project template configuration

Tâches associées

• Create a project template
• Add an attachment to a project template
• Apply a template on the Project form
• Apply template to an existing project
• Starting a project