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Planview Customer Success Center

Share Templates

When you have created a template you can start to create new workspaces based on that template. You can also make the template available for others to use; either all users within your Projectplace account, or with selected users.

To share a template:

Select Templates Image 2 11-12-18.png

  1. Click the tool selector Tool selector.png in the top navigation bar.
  2. Select Templates.

    Distribute Template Options Image 11-12-18.png

  3. From the new window that appears, select the template name of the template you want to distribute from the available list.
  4. In the detail pane that appears, select how you want to distribute the template. Click the toggle switch to turn on (or off) the Share this template with all members of the account option giving (or preventing) template access to all users in the account.
  5. Optionally, click the toggle switch to turn on (or off) the ability to Allow administrators to create new templates based on this template  option allowing (or preventing) easier duplication of templates. By default, new templates cannot be created from template-based workspaces. This option overrides that restriction.

A template developed for a specific type of project, market segment, or usage scenario can be commercially distributed to third parties. By entering a distribution agreement with Projectplace, our payment system can be activated to charge customers for the usage of a template. Please contact the Projectplace sales department to set up a distribution agreement.





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