Project Template

Project templates are used to add a set of project task templates to a project. These project task templates can be linked together within a project template to form a workflow. Multiple project templates can be applied to a project. This makes it possible, for example, to initially apply only the standard workflow for sizing a new project. After the risk, effort, costs and value have been estimated, the next project template can be applied to add the necessary approval steps.

Only a person who has the Project Manager role of an account can maintain the project templates of that account.

After selecting an existing project template, a project manager is able to copy its information and paste it into a new project template by selecting the “Duplicate Project Template” option from the Actions menu.

The Project Template Fields page provides field utilization guidelines for each field of the Project Template form.