Creating Services Project Templates

You can create services project templates for any of the types of services projects.

Required license role: Services Product Manager, Services Product Developer

Required access role: Leader

  1. Open the Create Project Template dialog box from one of these locations:

    • From the top bar, click Add > Services Management > Create Project Template.
    • From the Project Templates list, click Actions > Create Project Template. For more information, see Project Templates Page.

  2. Enter these details:

    FieldDescription
    TypeTo select a different type of Services Project Template than the one shown:
    1. Click and expand the tree.
    2. Select the type of project.
    3. Click Select.
    For more information, see About Services Project Templates.
    NameA short name for the project template.
    PolicyProject Template. You cannot change the policy.
    DescriptionA brief description of the project.
    Schedule From

    Schedule From. Select an option from the drop-down menu:

    • Project Start Date. Schedule the project based on when you start.
    • Project Finish Date. Schedules the project based on when it must be finished.
    Base CurrencyThe currency in which financial data is stored. The base currency applies to budgets, benefits, resource requests, and forecasts.

  3. Click Done.
    The app creates the template in the Active state.

To complete the services project template definition, you can define folders, schedule (with tasks, phases, milestones and so on), budget, and more.