To make it easier to start projects, provide project templates based on existing
projects.
A project template is used to populate new projects with the structure and
configuration of the source project.It can also include the actual contents of the
project it is based on, such as tasks, tracker items and documents.
When you create a
project template, it is available only to projects on your own site. To make it
available more widely, you can export the project template and share it with others.
Ask your CollabNet representative for more information about doing this.
Note: The access settings for a project template are the same as the access settings for
the project on which the template is based. For example:
- If you create a template from a project that has hidden applications, any
project you create from that template will have the same applications
hidden.
- If you create a template from a project that is private, any project created
from that template will also be private.
-
Set up the project that will serve as the basis for the new project
template.
Tip: If you need a clean project template, you may want to create a
new project specifically for this purpose.
-
Click PROJECT ADMIN from the Project
Home menu.
-
On the Project Settings page, click Create
Project Template.
-
Write a name and description for the template.
Tip: Consider the uses that you or other project managers might have
for this project template, and include keywords in your description that are
related to those uses.
-
Choose the items that you want to make available in new projects that are
created from this template.
- Every new project includes a Trackers component
into which you can add new trackers; a Documents
folder into which you can add more document folders and documents; and
so on.
- If you wish, you can include the actual trackers from the current
project's Trackers component; the actual documents
from the current project's Documents component,
and so on.
-
Click OK.
The project template is created. The template is available to all users who have the
required permissions to create new projects. When the templates are used the number of
projects associated to individual template is displayed in the
projects created
field .
The template name and description appear on the Template
tab of the Projects list, accessible from your personal
navigation bar.