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Planview Customer Success Center

Creating a Project Template

You can configure any existing project to be used as a template, as well as make a project a template project as you create the project. Once a project is marked as a template, other users who have the ability to create projects can use a template project to create new projects. When you create a project from a template project, the tasks, task assignments, issues, allocations, team members, alerts and attachments from the template project can all be used as individual components of the new project.

To edit a template, simply edit the project like you would any other project.

To create a project template

  1. Navigate to the project's Settings section and locate the Can Be Template field.
  2. Choose Yes to make the template available to all users to have at least View permission on the project.

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  1. Click Save.