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Save a project as a template

Last update: Thu Jan 26 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

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

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

ÃÛ¶¹ÊÓƵ Workfront plan*
Any
ÃÛ¶¹ÊÓƵ Workfront license*
Plan
Access level configurations*

Edit access to Templates

NOTE

If you still don’t have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

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 on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Save a project as a template

  1. Go to the project that you want to save as a template.

  2. Click the More menu , then Save as Template.

  3. Specify the following information for the template:

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    Name Specify a name for the template.
    Description Provide a description for the template.
    Is Active

    Select from the following options:

    • Yes: Other users can find the template and attach it to projects.

    • 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.

  4. Click Manage Forms to remove or reorder the forms. For information about how to remove and reorder custom forms on the template, see Custom forms.

  5. Click Next Step.

  6. In the Options section, select the checkbox beside any information you want to clear from the template.

  7. Click Next Step.

  8. In the Exclude section, select any tasks that you want to exclude from the project.

  9. Click Finish and Save Template.

    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.

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