Configure New Templates

Only users with the PMO Manager or Template Editor security role can create templates.


Create a Project Template from Scratch

  1. Use the Area Switcher at the bottom of the screen to switch into the Admin Area, and then click into Templates.

  2. Click + New and fill out the New Template form.
    Note: The Content Template lookup field provides the option to choose an existing Content Template as a basis for the new template.



  3. Save & Close the form. You now have a new template that you can configure and add content to.

Create a Template from a Copy of Another Template

  1. Use the Area Switcher at the bottom of the screen to switch into the Admin Area, and then click into Templates.

  2. Click into an existing template and click the Create Copy button.

  3. The Create Copy button triggers the Copy Template flow. This creates an exact copy of the template with the time of creation added to the template name to keep the template name unique.

Create a Content Template from a Project Site

You also have the option to create a template from a project site - these templates are called Content Templates. The Content Template will include content from the chosen project site, such as Stages, Deliverables, Tasks, Issues and Risks.

  1. Set the Copy to New Content Template slider in a project's Project Settings to Yes, and click Save.


    You will find the new template in the Content Templates view in the Projects Area once the associated workflow has run.

  2. To create a new template from the content template that can be used to create new projects, continue with the instructions above in the section Create a Template from Scratch.