---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a project template

# Create a project template {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a template from an existing template or a project.

## Before you begin

Role required: it_project_manager

## About this task

When you create a template from a project, all the project attachments and checklists
are copied to the template. You can add or remove attachments from the template
using the Project Template form. A project template created from an off-schedule
project honors the off-schedule tasks.

## Procedure

1. Create a template.

   | Option | Steps |
   | From an existing template | 1. Navigate to AllProjectProjectsTemplates. 2. Open the desired project template. 3. Select the Copy Template related link at the bottom of the form. 4. The Copy Template dialog box opens. The Template field is auto-filled with the current template name. {#t_ViewAProjectTemplateForm__ol_uhw_3rt_vw} |
   | From a project | 1. Navigate to AllProjectProjectsAll. 2. Open the desired project. 3. Select the Save as New Template related link at the bottom of the form. 4. The Create Template dialog box opens. {#t_ViewAProjectTemplateForm__ol_h45_2st_vw} |
   |-|-|

   {#t_ViewAProjectTemplateForm__choicetable_whk_swd_tw}
2. Fill in the following fields:  
   * Template name: enter a unique name for the new template.
   * Description: enter a brief description of the new template.
   {#t_ViewAProjectTemplateForm__ul_kjm_zd1_ww}
3. Select OK.  
   The project template form opens for the newly created template.
4. Make any desired changes to the fields on the project template form.  
   The top section of the Project Template form includes basic template information, such as the template name and description. The middle section of the project template form defines the specific data included in the template. The information in this section is built from fields on the project \[pm_project\] table that the user selects and the values for those fields that the user defines.
5. Select Update.
{#t_ViewAProjectTemplateForm__steps_tjp_crt_vw}
**Related concepts**   

* [Project template configuration](https://www.servicenow.com/docs/Q5hE8nErEl3J_QUMvy0rzQ "The Project Template Configuration list defines the items that are included in a template.")
* [Applying templates to projects](https://www.servicenow.com/docs/Kf1aQfov6GYxUCOivQOxDA "A project template defines the basic structure of a project.")  
**Related tasks**   

* [Add an attachment to a project template](https://www.servicenow.com/docs/TekX8rPAo8ImCaK123DVhA "Attach a file to a project template just as you can attach a file to a project or task.")
* [Apply a template on the Project form](https://www.servicenow.com/docs/E8DOGloenAx~YAbU~DbbnQ "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.")
* [Apply template to an existing project](https://www.servicenow.com/docs/37R5eMJG_J5AFDCWvucMCA "Apply one or multiple project templates to an existing project from the project form or Planning Console.")
* [Apply template to a blank project in project workspace](https://www.servicenow.com/docs/DZaTV_BSAC_aR_poKIqAsQ "When you create a new project in the project workspace, you can apply a template.")

*[\>]: and then