Apply template to an existing project

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

    • Apply one or multiple project templates to an existing project from the project form or Planning Console.

    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.

    Important:
    Application of template on a project having project tasks does not apply header information and only appends project tasks after the last project task of the project.

    Procedure

    1. Apply project template to an existing project from any of the following locations.
      LocationStep
      From Project form
      1. Navigate to Project > Projects > All.
      2. Open the project to which you want to apply project template.
      3. In the Project form, based on the existing project tasks or subprojects, apply the template using any of the following options:
        • If there are no tasks or subprojects, click the To apply template click here link.
        • If there are tasks or subprojects, click the Apply Template related link.
      From Planning Console
      1. Navigate to Project > Projects > All.
      2. Open the project to which you want to apply project template.
      3. In the Project form, click the Planning Console related link.
      4. In the Planning Console, click the more actions icon (More actions icon) and select Apply Template option.
    2. In the Apply template dialog box, from the Project template list, select a project template.
    3. Click Save.
    4. Optional: To apply multiple project templates, repeat the steps 1 to 3.
      Tasks from the template are added at the end of the last task.