Creating Project Templates

A project template can contain the project, objectives, team, milestones, and tasks details for a particular category of projects. You can use the template as a base to create similar projects and then modify the details based on your requirement.

Before you begin

Before you create a project template, an administrator must configure project types and currencies in Emptoris® Program Management.

About this task

A program administrator, program manager, or a project manager can create project templates. You can create a project template from an existing project. The template is saved in the Templates folder.

Procedure

To create a project template, complete the following steps:

From the Program Management tab, click Projects > Project Templates > Create.
From the Type drop-down list, select the type of project.
Enter the Name, Program, Start Date, Currency, Category, Region, Project Value, Projected Savings, Description, and Additional Information.
Click Save.