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Planview Customer Success Center

Overriding Templates

Overriding Templates

You can replace an existing template's properties with those of another template.
Note: It is not necessary to keep the original Work Item (Project or Milestone) that was used to create the template, for example, the original Project.

In the Navigation panel, select the relevant module (Projects or Milestones).

  1. Select the Work Item (Project or Milestone) on which you want to base the new template.
  2. On the ribbon, click Misc > Save Template.

    202061668_proj_overide_tmplt.png
  3. Click Override existing template.

    202061678_milestone_overide_tmplt-1-.png
  4. Select an existing template.

    202061688_temp_auto_comp.jpg
    or
    Click 202061698_3-dots-1-.png


    202018617_select_tmplt_6-1-.jpgClick Organizational Templates to change the list to AdaptiveWork 'out of the box' templates.

    202018627_select_tmplt_3-1-.jpg
  1. Select a template. Filter the list if necessary.
  2. Click OK.
    202061728_save_tmplt_ovrd-2-.jpg
  1. Click OK.

A confirmation message pops-up and closes.

202061748_temp_saved.jpg