Create a Project from a Template

Use the New Project form to create a new project from a template.

To create a new project from a template:

1. In the Navigation pane, select Hubs > Projects.
2. Click + New Project in the top right corner of the form. DPS displays the New Project form.
3. In the Create Project drop-down list, select From Project Template.
4. In the Find a Project Template field, enter the name of the template you want to use. As you type, DPS displays all matching templates you have security rights to see.
5. Enter a unique number in Project Number and a unique name in Name.
6. To include a longer, more descriptive name for the project, enter it in Long Name.
7. Select Regular, Overhead, or Promotional from the Charge Type drop-down list.
8. Click Continue.
   • If you select a template that does not have phases or tasks, DPS completes this work flow, creating the project and displaying the project in Edit All mode, where you can adjust the copied data on each of the project tabs. When you have finished entering data on each of the project tabs, click Save to create the project.
   • If you select a template that has phases or tasks, DPS displays the Choose Project Structure form. Continue with the next step.
9. In the Choose Project Structure form, by default the check boxes for all phases and tasks are selected. Deselect the check boxes for the phases and tasks you do not want to copy from the existing project to the new project. Deselecting a phase deselects that phase's associated tasks.
10. Click Continue. DPS displays the Edit Project Structure form.
11. Make any desired changes in the Edit Project Structure form:
    1. You can change the values for any of the phases and tasks fields in the grid. For example, you might want to change the status from Dormant to Active.
    2. You can also make changes to the project structure. To copy, delete, or add a new WBS element under a row, hover over the row, click , and select the option from the drop-down list.
    3. Click Save.
    DPS creates the project in Presentation view. In Presentation view, you can click the quick edit icons to edit individual fields. You can also select Edit from the Actions bar in order to switch back into Edit All mode.

When you create a project from a template, DPS also creates an empty plan for the project using default settings, so you can immediately begin entering planned labor hours and planned expense and consultant amounts.

Note that for all projects created in the browser application, the Approved for use in processing option is not selected. If that option should be selected for a project, an Accounting user must display that project in the desktop application and select it there.