Work Package Template Overview

Work package templates help you standardize common work package structures that you can reuse across multiple projects.

Template Details

This view displays the complete details of a work package template:

• Name - The template name for easy identification
• Description - What this template is used for
• Default Status - The initial status when creating work packages from this template
• Estimated Hours - Default time estimate for the work package

Using This Template

To create a work package from this template:

1. Navigate to a project
2. Click “New Work Package”
3. Select this template from the template dropdown
4. The work package will be pre-populated with the template’s settings

Managing the Template

From the menu in the top right, you can:

• Edit - Modify the template’s name, description, and default values
• Delete - Remove the template (this won’t affect existing work packages created from it)

Note

Deleting a template does not affect work packages that were previously created using it. Those work packages retain their settings independently.

Best Practices

• Create templates for recurring work package types in your organization
• Use descriptive names that clearly indicate the template’s purpose
• Set realistic default estimated hours based on past experience
• Review and update templates periodically to reflect process improvements