As a project manager, you can create the project from a template. Templates help enforce consistency and improve efficiency when creating projects.
You can create a project and save it as a template. Others can use this template to create a project.
When you create a project from a template, the following information is copied from the template to the new project:
- General project attributes and custom fields.
- Staff, participants, and participant groups.
- Work breakdown structure.
- Task assignments.
- Organizational Breakdown Structures (OBS) unit associations.
- Resource % Allocation and Allocation field values, so that the ETC lines up with these amounts.
- Cost and benefit plans.
Note: Start and finish dates, baseline information, and financial properties are not copied from templates to new projects. If hard-booked resources are defined in the project template, the resources are copied as soft-booked.
