Apply template to a blank project in project workspace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

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

    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

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