Apply template to an existing project
Apply one or multiple project templates to an existing project from the project form or Planning Console.
Before you begin
Role required: it_project_manager
About this task
A project created from the off-schedule project template honors the off-schedule tasks and adjusts the dates according to the given start date.
When applying a template to a project, the project state is set to the default state. Activate the default project state (pm_project.state = -5), and use it as the default value as it is Out Of The Box. You can update the label for the State field to meet your requirements if Pending doesn't fit well.
Important: Application of template on a project having project tasks does not apply header information and only appends project tasks after the last project task of the project.
Procedure
- Apply project template to an existing project from any of the following locations.
| Location | Step |
|---|---|
| From Project form |
|
| From Planning Console |
|
In the Apply template dialog box, from the Project template list, select a project template.
Select Save.
To apply multiple project templates, repeat the steps 1 to 3.
Tasks from the template are added at the end of the last task.
Parent Topic:Applying templates to projects
Related topics
Add an attachment to a project template
Apply a template on the Project form