Project Templates

Use project templates to create new projects with a pre-defined work breakdown structure (WBS) and field values.

If your enterprise commonly has projects that have a similar WBS and similar sets of key characteristics, project templates are an efficient tool for setting up new projects and ensuring that they conform to your normal practices. Templates provide a baseline for new projects, which you can then modify to meet the needs of individual projects.

You can also use a project template to add new phases or tasks to an existing project.

In addition to creating a new project template from scratch, you can also create one by copying an existing template or an existing project. You can then make any necessary changes to the copied data and save the new template.