Key Benefits
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Reduced Workload: Significantly cut down time spent on initial setup and task registration, allowing you to start actual work immediately.
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Standardized Quality: Instantly deploy a unified management foundation (WBS structure and analytical viewpoints) across your organization.
To use this feature, the following conditions must be met:
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Creating Templates: You must have an Innovator license.
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Using Templates: You must have Project Creation permissions.
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Target Projects: The project must use a Waterfall approach.
How to Use
First, identify or create the source project you wish to use as a base.
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Go to [Workspace Settings] > [Projects].
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Click the [Three-dot menu (...)] on the far right of the project you want to copy.
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Note: You can also do this via the [Three-dot menu (...)] in the top right of the Project > Profile screen.
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Click [Specify as Project Template].
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Enter a Template Name and click [Save].
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Your saved templates can be viewed in the Project List within Workspace Settings.
Editing a Template
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Go to [Workspace Settings] > [Project].
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Note: Templates will not appear in the standard [Projects] list in the header menu.
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Click on the project template you wish to edit.
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Modify ticket configurations or other settings as you would with a normal project. Changes will be reflected the next time the template is used.
What is Copied vs. Not Copied
Copied Items
- Project Name, Approach, Time Zone
- Tickets, Ticket Templates, Statuses
- Parent-Child & Dependency Relationships
- Custom Field Settings and Values
- Project Manager Permissions (PM Role auto-assigned)
Items NOT Copied
- Permission Groups
- Permissions other than PM
- Teams
- Notifications, Logs, Comments
- Attachments