Creating Project Templates

Project templates allow you to define reusable project structures that save time and ensure consistency.

What Are Project Templates?

Project templates store:

• Project name and description as a template
• Default stage setting
• Predefined work package structures

When you create a new project from a template, these settings are automatically applied.

Required Fields

Name

Give the template a descriptive name that reflects the project type.

Examples:

• “Standard Project”
• “Maintenance Project”
• “Customer Project - Small”

Description

Describe what this template is intended for and when it should be used.

Optional Fields

Default Stage

Choose the starting stage for projects created from this template:

• Discovery - For projects in the initial phase
• Planning - For projects ready for planning
• Execution - For projects starting immediately
• Closeout - Rarely used as a default value

Tip

Use “Discovery” or “Planning” as the default stage to ensure that new projects go through the proper process.

After Creating

After saving the template:

1. It appears in the template selection when creating new projects
2. It can be edited at any time
3. Changes only affect new projects, not existing ones