Apply a template on the Project form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • While creating a project using the Project form, you can apply a project template to include project tasks and subtasks, attachments, checklists, and other project information. You can apply a project template to a new project or an existing project.

    Before you begin

    Role required: it_project_manager

    About this task

    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.

    Procedure

    • To apply a template on the blank project form:
      1. Navigate to All > Project > Projects > Create New.
      2. Select the link next to To create project from a template.
        The Apply Template window appears.
      3. Enter the project name, select the start date, and select a project template.
    • To apply a template to an existing project without any project tasks or subprojects:
      1. Navigate to All > Project > Projects > All and select a project.
      2. Select the To apply template click here link.
        The Apply Template window appears.
      3. Select the start date and select a project template.