Creating a Design Project Template

You can create a template for design projects and later include pertinent information about deliverables, bookmarks, and tasks.

Required access roles:

  • Baseline: Leader
  • App-specific: Project Administrator

If a project template needs to be available across collaborative spaces in a company, you need to create it in a public collaborative space. If a project template needs to be restricted to a certain collaborative space for security reasons, you can create it in a private collaborative space. If needed, you can add co-owners from other collaborative spaces to give them access.

  1. On the Design Templates page, click Create New Project Template.
  2. Enter the details for the design project template.

    Type. If a project template has subtypes, you can choose the type. If the template does not have a subtype defined, the chooser button does not appear.

    Name. Enter the name of the project template.

    Note: The Collaborative Space is shown in which the project template is created.

    Policy. Select a policy for the template from the list.

    Description.. Enter a brief description of the project template. You may want to include the kinds of projects the template is intended for and state pertinent information about the deliverables, bookmarks, and tasks.

    Schedule From. Whether the project using the template is to be scheduled from the Project Start Date or the Project Finish Date. Based on this selected value, a template's tasks have a "Constraint Type" as, respectively, "As Soon As Possible" or "As Late As Possible."

    Originator. The template creator. Read-only.

  3. Click OK.