Creating a project from a template
You can save time and improve project consistency by creating a project from a template. When you create a project from a template, the project data is preserved, such as the project groups, project roles, project role assignments, custom properties, and so on.
In other words, you can use any existing project as a template for a new project. Therefore, it is best to create a project to use as a template, and then create new projects based on that template whenever necessary.
Example
Poornima, a very busy business analyst, creates new projects on a regular basis for various business units. In order to save time and ensure consistency, she decides to take advantage of the many benefits offered by templates. To start, Poornima creates a Templates folder and creates a new empty project inside the Templates folder. Poornima opens the new project and configures various roles and groups in the project, based on the standard needs across the various business units.
Now, whenever a new project is required, Poornima creates a new project using project in the Templates folder as a template. In the future, Poornima may begin maintaining separate project templates for each business unit so she can easily create a customized project that meets the specific needs of each business unit.
You may be interested in other project creation methods.
To create a project from a template:
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Open the Instance Administration Console.
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Click the Projects button on the ribbon.
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Right-click the folder where you want the new project to be created, and select New Project.
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Specify the project information:
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Name: Defines the name of the new project.
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Description: Provides a description of the project.
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Location: Indicate the location of the new project.
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Under Select Source, select the Project Template option.
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Select the project that you want to use as a template and then click OK.
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Click OK on the New Project dialog to create the new project.
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