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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Save a project as a template

# Save a project as a template {#ariaid-title1}

Release version: Brazil  
Updated October 15, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Save the plan of an existing project as a template to reuse the tasks and sub-projects in other projects in Project Workspace.

## Before you begin

Role required: it_project_manager

## About this task

A project template stores the plan of a project, such as its project tasks and sub-projects. After you save a template, you can apply it to other projects or select it when you create a project from a template.

## Procedure

1. Open a project from the home page of Project Workspace.  
   For information, see [Access the Project Workspace](https://www.servicenow.com/docs/atmoDlmugTuS9M~LcLGt0w "Learn how to navigate to the new Project Workspace and open a project in the planning page.").
2. Select Details.
3. **Optional:** Add the project tasks and sub-projects to include in the template.  
   You can add them from the Project Tasks and Sub Projects tabs on the Details page.
4. From the More actions (![more action icons.]()) menu, select Save as New Template.
5. Enter a name in the Template name field.
6. **Optional:** Enter a description of the template in the Description field.
7. Select OK.

## Result

The template is saved and is available to select when you apply a template to a project or create a project from a template.
**Related tasks**   

* [Apply a template to a project](https://www.servicenow.com/docs/KT53baUCF3uq3L8rL8XSPQ "Apply a saved project template to a project in Project Workspace to reuse a planned set of tasks and sub-projects.")  
**Related reference**   

* [Project form in Project Workspace](https://www.servicenow.com/docs/Nn6dH2Mt7272K3r_QET4WA "Learn about the fields on the forms that you use to create a project in Project Workspace, either as a new project or from a project template.")