Save a project as a template
If you decide that a project is going to occur again sometime in the future, you can create a template from that existing project. Then, you can use the template again, to create future projects that might contain similar information or might share the same timeline or assignments with the existing project.
Access requirements
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront plan | Any |
| ÃÛ¶¹ÊÓƵ Workfront license* |
New: Standard Or Current: Plan |
| Access level configurations |
Edit access to Templates /td> |
| Object permissions |
View or higher permissions to a project You obtain Manage permissions to the template after you save the project as a template |
*For information, see Access requirements in Workfront documentation.
Save a project as a template
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Go to the project that you want to save as a template.
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Click the More menu
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In the Save as Template section, specify the following information for the template:
table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header Template Name Specify a name for the template. Description Provide a description for the template. Is Active Select from the following options:
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Yes: Other users can find the template and attach it to projects.
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No: Other users cannot find the template and cannot attach it to projects.
Custom Forms Use the drop-down list to select any custom forms to attach to the template. If any custom forms have already been associated with the project, all of the data fields from those custom forms are displayed.
You can include up to 10 custom forms on a single template. -
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Click Custom Forms in the left panel to remove or reorder the forms.
To reorder the forms, drag and drop them in the correct order.
To remove a form, select it, then click Remove. Click Cancel to remove the selected forms.
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Update information in the attached custom forms, if needed. The information will transfer to the template.
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Click Options in the left panel, then select the checkbox beside any information you want to transfer to the template. Deselected items are not transferred to the template. All options are deselected, by default.
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Click Exclude in the left panel, then select any tasks that you want to exclude from the project. All tasks are deselected, by default.
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Click Finish and Save Template in the upper-right corner of the screen.
Your template now appears in the list of available templates and can either be attached to an existing project or used to create a new one.