Editing Project Template Details

The owner of a project template can edit the template's details: Edits to a template affect only the projects created from the template after the edits are made. The changes are not reflected in projects already created based on the template.

Before you begin: View the details page for the project template. See Project Template Properties Page.
  1. From the page Actions menu or toolbar, click Edit.
  2. Edit any of these details as required:

    Project Template Name. Name of the project template.

    Policy. Use the list to select a different policy for the project template.

    Owner. To change the owner, click and select a new owner.

    Description. A brief description of the project template.

    Base Currency. The currency in which financial data is stored. The base currency applies to budgets, benefits, resource requests, and forecasts. The base currency is set at project creation time and cannot be changed after creation.

    Scheduled 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 will have a "Constraint Type" as, respectively, "As Soon As Possible" or "As Late As Possible."

  3. Click Done.