Creating a Project from a Template

You can create a project from a project template and change the project information as required.

Required access roles and license:

  • Baseline: Leader with DPM license
  • App-specific: Project Leader with DPM license

When you create a project based on a template, the system copies the following items from the template: budget, resource plan template, bookmarks and bookmark content, bookmark URLs, and tasks and associated items such as dependencies, deliverables, and checklists. (For tasks that are associated with questions, task inclusion is based on your response to the questions.) There is also a "Constraints" check box, that, when checked, copies a template's task scheduling constraints to the project.

  1. From the Projects list page, select Create Project > From Template.
  2. Enter the basic details for the project:

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

    Project Template. Click and select the project template.

    Questions. If available, respond to the questions in the template.

    Predict Schedule. Click Preview to see the predicted schedule for the project.

    Type. Shows as Project Space. If alternate types or subtypes have been defined for your system, click to select a subtype. Only one subtype can be selected. The type selected determines the policies made available in the Select Policy field and corresponding attributes on the page. The type chooser is available only when there is more than one type. If there is only one project type, this field becomes a read-only field showing the project type.

    Name. Enter the name of the new project. Click Autoname to have the system assign the project name.

    Project Date. The date on which the project is estimated to start or finish, based on the value of the Schedule From field. To change the date, click . When using a start date, the default is today's date. Depending on how tasks are added to the project, the tasks may take on this date by default. For example, if you add tasks from scratch, they automatically have the same estimated start date as the project. For more information about estimated start dates, see About Tasks.

    Policy. Select the policy to govern the project from the list. The policies in the list are for the Project Type selected. If the type only has one policy, this field is read-only.
    Note: If you select a custom policy, the custom policy must exist in the DomainAccess.xml file to successfully create the project.

    Project Visibility.

    • Company. If a company visible project is created when you are logged in with a particular Organization/Collaborative Space, the project gets that Organization/Collaborative Space. All users who belong to that Organization are given access to the project, regardless of the Collaborative Space.
    • Members. If a member visible project is created when you are logged in with a particular Organization/Collaborative Space, the project gets that Organization/Collaborative Space. All users who belong to that Organization/Collaborative Space are given access to the project.
    Note: Once a project is created, you cannot change its visibility.
    Note: This field is not available when creating projects in a 3DBaseline environment.

    Base Currency. The currency for the financial data. 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.

    On premises only: The base currency is set in the emxCommon.Currency.Triangulation property in the emxSystem.properties file.
    Note: If you want to see the project's functionality in another currency, then set the user's Currency Preference to that currency as described in Web App Preferences.

    Description. Enter a brief description of the project.

    Copy Options. Choose these items in the copy:

    • Financials. Includes the template's financial data.
    • Bookmarks. Includes the template's bookmarks. The search results only show objects of the type "Documents." When duplicating Documents from a project template to a project, only files connected to the document get duplicated; other objects such as routes, issues, and the like do not get duplicated.
    • Constraints. Includes the template's tasks constraints.

    Resource Template. Displays the available resource project templates. You can select a resource template from the list.

    Reference Document. Indicates how to handle the reference document from the template task:

    • Copy. Clones the reference document from the project template task using the same Title but a different name.
    • Reference. Connects the reference document on the project template task to the project space task.

    Schedule From. Select an option on the list menu:

    • Project Start Date. Schedules the project based on when you start.
    • Project Finish Date. Schedules the project based on when it must finish.

    Default Constraint. The default constraint type for project tasks. If set to "As Soon As Possible," the constraint type for tasks defaults to "As Soon As Possible." Otherwise, the default constraint for tasks is "As Late As Possible."

    Calendar. Click to select one or more calendars for the project. If only one calendar is selected, it becomes the default calendar. If more than one calendar is selected, none of the calendars become the default, in which case you must set the default calendar from the Project Properties page. The default calendar is used in project scheduling. If a project does not have a default calendar connected, the system calendar is used for scheduling. The system calendar has 5 workings days and 8 working hours per day with Saturday and Sunday as nonworking days.

    Business Unit. The business unit. Click to select a business unit.

    Program. Select one or more programs to be associated with the project. Click and then search for the programs. The search results list programs from collaborative spaces associated with the logged-in user.

    Business Goal. The business goal that this project fulfills. Since only the host company can work with business goals, the field is only shown for host company employees. To associate a business goal with the project, click . The search results list business goals from collaborative spaces associated with the logged-in user.

  3. Click OK.