Saving As a Template
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You must be an organization or site administrator and a project or program manager to save the project or program as a template.
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The easiest way to create a new template is to define a project or program with the desired folder structure, access rules, skeleton documents, team roles and members, deliverables, plan structure, and so forth and then to save that project or program as a template.
The template is saved as an XML document that you can then manually edit.
The Save as Template action allows you to save the project or program as a new template and to choose the items to be copied into that template.
Use the following procedure to save a project or program as a template:
1. Select Save as Template from the right-click actions menu for the project or program on the Projects table or Programs table, or select Save as Template from the Actions menu on the project or program information page.
The Save as Project Template or Save as Program Template window appears, as appropriate.
2. Enter a template name in the
Project Template Name or
Program Template Name field. This is a required field. The default name is "<project or program name> Template." Enter up to 200 characters.
3. Provide a description of the template in the Description field. Enter up to 4,000 characters.
4. Select the check boxes for the items you want included the template. Choices include: Folder Structure, Folder Links and Structure, Project Plan or Program Plan, Deliverables, Team Roles, Team Members, Documents, Document Templates, Discussion Spec, Discussion Template, Object Initialization Rules, Template Visibility, and Preferences.
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• Some of the check boxes are related. For example, if you select the check box for Project Plan or Program Plan, then Team Roles and Team Members are automatically selected as well. If you clear either Team Roles or Team Members, then the Plan check box is automatically cleared. If you clear the Project Plan or Program Plan check box, then the Deliverables check box is automatically cleared.
• If you select Deliverables, the subject objects of type document associated with the deliverable activities are included in the template. The same is true for documents associated with deliverable activities that are shared with the project from a PDM context.
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5. Click OK to create the template.
