When you create a template from an existing project, each project tool contributes its own structure to the template, and its content if you want it.
For each tool, you can include or omit the actual content that was created with that tool.
For example, suppose you have a project for which you have created some tracker artifacts, and these artifacts have proved useful to members of the project.
Imagine that you have documented company-wide process standards on wiki pages in an existing project.
Tool | Always in Template | Can Be in Template |
---|---|---|
Tracker | You can have any number of separate trackers in a project. When you create a project template from that project, all the trackers that exist in the original project are copied into the project template. Any default column configurations, select field dependencies or text field validation rules are also included. | You can include the artifacts that were created in the original project, and any parent-child dependencies among them. If users of the original project have shared saved searches, these can be included too. |
Planning folders | You can include all the planning folders in the original project, or none of them. | |
Documents | When you create a project template from an existing project, all the document folders that were created in the original project are copied into the project template. | If users have created documents and attachments in the original project, you can choose to include these documents in the project template. |
Tasks | A project can have any number of task folders. All of those folders will be included in any project template that you create from that project. | You can include the tasks that were created in the original project, and any dependencies among them. |
Discussions | All discussion forums that have been created in the original project will be included in any project template that you create from that project. | You can choose to include discussion topics, posts and attachments in your template, or leave them out. |
File Releases | Any packages or releases that have been created in the original project will be included in the project template. If you have mapped a planning folder to a file release, that mapping is also included. | |
Wiki | When you create a template from an existing project, all wiki pages that users have created in the original project can be included in the project template. | |
Integrated applications | All external applications you have integrated into the existing project become part of the project template. | Which elements are included depends on the application that is integrated. See the Content includes section of the tab. |