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Create and modify a group鈥檚 project templates

Last update: Wed Aug 21 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Admin

When you are viewing a group that you manage in the Groups area, you can view and work with project templates associated with the group and any of its subgroups.

If there are any groups above your group, their administrators can also do these things for your group. The same is true for Workfront administrators (for any group).

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following to perform the steps in this article:

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Workfront plan* Any
蜜豆视频 Workfront license*

Plan

You must be a group administrator of the group or a Workfront administrator. For more information, see Group administrators and Grant a user full administrative access.
Object permissions

View access or higher on the templates you want to view and work with

For information on requesting additional access, see Request access to objects.

*If you need to find out what plan or license type you have, contact your Workfront administrator.

View, work with, and create templates for your group from the Groups area

  1. Click the Main Menu icon Main Menu in the upper-right corner of 蜜豆视频 Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. In the left panel, click Groups .

  3. Click the name of the group for which you want to create or modify templates.

  4. In the left panel, click Templates to list the templates that are associated with the group and with any subgroups it might have.

    You must have View access to a template to see it in this list. For information about this access, see Grant access to templates.

  5. Do any of the following:

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    Add a template

    Click New Template, then configure it using the available options. For information about these options, see Create a project template.

    The template is automatically associated with the group.

    For information about how group preferences apply to new templates, see How preferences apply to templates and template tasks in this article.
    Edit one or more templates

    Select at least one template, click the Edit icon , then use any of the available options to configure it. For information about these options, see Edit project templates.

    The Edit icon is available only if you have Edit access to all of the templates you select. For information about this access, see Grant access to templates.
    Delete one or more templates

    Select at least one template, then click the Delete icon .

    This icon is available only if you have Edit access to all of the templates you select. For information about this access, see Grant access to templates.
    Share one or more templates

    Select at least one template, click the Share icon , then click one of the following options in the dropdown menu:

    • Template: In the Template Access box that displays, add names to specify who you want to have access to the template itself.

      For more information, see the section Share a template in the article Share project templates.

    • Project: In the Project Access box that displays, add names to specify who you want to have access to the projects created from the template

    The Share icon is available only if you have Share access to all of the templates you select. For information about this access, see Grant access to templates.
    Export the list of templates Click Export , then select the file format you want for the exported list.

How preferences apply to templates and template tasks how-preferences-apply-to-templates-and-template-tasks

When you create a project template, the settings listed in the tables below are configured automatically by a correlating project or task preference.

NOTE
Either a group-level or system-level project or task preference affects a project template, depending on whether you associated the template with a group when you created it.
If you did associate it with a group, the group-level preference takes effect. This occurs in the following scenarios:
  • You create the template from the Groups area, as explained in this article
  • You specify a group when creating the template using a Kickstart file
  • You specify a group when creating the template using the API
If you didn鈥檛 associate the new template with a group, the system-level preference takes effect. This occurs when in the scenarios below. (If you later assign a group to the template or template task, the group鈥檚 preferences don鈥檛 affect it.)
  • You create the template from the Templates area
  • You don鈥檛 specify a group when creating the template using a Kickstart file
  • You don鈥檛 specify a group when creating the template using the API

Project template settings configured by project and task preferences project-template-settings-configured-by-project-and-task-preferences

Performance Index Method
Configured by the group-level project preference "Performance Index Method" if you associate the new template with a group, or the same system-level project preference if you don't.
Condition Type
Configured by the group-level project preference "Automatically set the project's Condition based on the Progress Status" if you associate the new template with a group, or the same system-level project preference if you don't.
Schedule from
Configured by the group-level project preference "Schedule from" if you associate the new template with a group, or the same system-level project preference if you don't.
User time off
Configured by the group-level project preference "User time off" if you associate the new template with a group, or the same system-level project preference if you don't.
Update type
Configured by the group-level project preference "Project timelines will be automatically re-calculated" if you associate the new template with a group, or the same system-level project preference if you don't.
Access section settings
Configured by the group-level task preferences in the "Access" section if you associate the new template with a group, or the same system-level project preference if you don't.

For information about the project preferences listed in this table, see Configure system-wide project preferences.

For information about the task and issue preference, see Configure system-wide task and issue preferences.

NOTE
  • If you change the group that is associated with an existing project template, the template鈥檚 settings remain the same.
  • If you move an existing template task to another template, the following settings remain unchanged in the template task, regardless of the group associated with the new template:>
  • Duration Type
  • Revenue Type
  • Cost Type
However, the template task is affected by the setting 鈥淲hen someone is assigned to a task鈥 on the new template. For more information, see the section Access in the article Edit project templates.
  • When an administrator saves a project as a template, all settings for the template are inherited from the project, including the group.
When an administrator converts a task or issue to a project using a template, all settings for the template are determined by what鈥檚 already saved on the template.

Template task settings configured by task preferences template-task-settings-configured-by-task-preferences

When you create a template task, some of its settings are configured automatically by a correlating task preference. These settings are listed in the table below.

Duration Type
Configured by the group-level task preference "Duration Type" if you associate the template with a group, or the same system-level task and issue preference if you don't.
Revenue Type
Configured by the group-level task preference "Revenue Type" if you associate the template with a group, or the same system-level task and issue preference if you don't.
Cost Type
Configured by the group-level task preference "Cost Type" if you associate the template with a group, or the same system-level task and issue preference if you don't.

For information about the task preferences listed in this table, see Configure system-wide task and issue preferences.

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