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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, users who have permission to create projects with the category of the template (global Create or Create for template category) and have View permission on the Template, 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 who have at least View permission on the project.


  1. Click Save.