Create a Project Template - v7.0.2.3

To create a template for new projects, you have to do the following:

Create a New Project Category

To create a new project category, do the following in the system administration::

  1. Select Projects.
  2. Select Project Categories from the sidebar on the left.
    The list of project categories is displayed. At the bottom of the list, you can add a new project category.
  3. Enter a name for the new category (e.g., Templates) and click Add.

Create a New Template for Projects

To create a new template for new projects, do the following:

  1. Create a new project and configure it as you need.

    You do not have to configure the permissions for your project here, because it is not copied when creating a new project based on the template. The permissions for new projects have to be set after copying using a separate permission scheme.

  2. To add the new project to the template category, do the following in the project administration:
    1. In the project title next to "Category", click None.

      The "Select Project Category" dialog appears.
    2. From the "Project Category" menu, select the template category you have created before. Then click Select.