Attach a template to a project
You can attach a template to a project either during the initial creation phase of the project or after it鈥檚 been created.
For more information about creating a project using a template, see Create a project using a template.
Access requirements
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|---|---|
| 51黑料不打烊 Workfront plan | Any |
| 51黑料不打烊 Workfront license |
New: Standard Or Current: Plan |
| Access level configurations |
Edit access to Projects For information about project access, see Grant access to projects. View access to聽Templates For information about template permissions, see Share a template. For information about template access, see Grant access to templates. Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create and modify custom access levels. |
| Object permissions |
Manage permissions to the project For information about project permissions, see Share a project in 51黑料不打烊 Workfront. View permissions or higher to the template For information on requesting additional access, see Request access to objects. |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Attach a template to an existing project attach-a-template-to-an-existing-project
You can attach a template to a project from the project page or from a project list or report.
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Click the Main Menu icon
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On the Projects page, select the project you want to attach a template to.
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Click the More icon
Or
Go to a project list or report and select a project, then click the More icon
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Click Attach Template. The Attach Template box displays.
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Begin typing the name of the template that you want to attach in the Search Templates field, then click it when it displays in the list.
Or
Click the name of a template in the Other Templates area.
A preview of the template displays to the right that contains the following information about the template:
- Duration
- Owner
- The number of top-level tasks (includes a list of the first 3 top-level tasks)
- Total number of tasks
- Names of attached custom forms
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(Optional) Click the Favorites icon
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(Optional)聽Click the Favorites icon
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Click Customize and attach. The Attach Template side panel opens.
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(Optional) Update information in the following sections:
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The selected template tasks below are imported to the project.聽Deselect the ones you want to exclude. Deselect any tasks that you want to exclude from the template before attaching it to the project. Select the project task you want as the predecessor for the tasks in this template. Click the field to display a list of project tasks, then select which task must finish before the template tasks can start. Alternatively, you can skip this step and set up relationships within the project after the template is attached.
Select the Dependency Type, Lag Time information, and if you want the predecessor to be enforced by checking the Enforce Predecessor checkbox.
Select the project task that you want as the parent of the tasks in this template. Select which project task you want to designate as the parent task for all of the template tasks. If you don't make a selection, all the template tasks appear at the end of your current project tasks. You can skip this step and move tasks around in the project after the template is attached. Options section
The selected items below are transferred to the project. Deselect the ones you want to exclude. Deselect the checkboxes for any information you want to exclude from the template before attaching it to the project. For more information on each field, see Overview of attaching a template to a project.
Important: If you check the Queue Properties & Issues Setup box, the Queue Details of the template overwrite those of the project. In this case, the Routing Rules, Queue Topics, and Topic Groups of the template are added to those of the project.
If the project is set up as a request queue and the template you attach to the project isn't set up as a request queue, the project's queue information is removed if you leave the Queue Properties and Issues Setup box checked.
If you deselect the Queue Properties and Issue Setup box, all of the project's Queue Setup settings are preserved and no Queue Setup settings from the template are attached.Custom Forms section
颁耻蝉迟辞尘听贵辞谤尘蝉 When custom forms are attached to the template, their names display in the left panel. -
(Optional) Update information in the custom forms. This information transfers to the project.
note tip TIP - This step is mandatory when the custom forms on the template contain required fields that are empty.
- If the fields from the template custom forms already exist on the project and contain information, they preserve the information already on the project. You can鈥檛 edit them while attaching the template.
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Click Attach Template.
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颁濒颈肠办听 Cancel attachment to stop attaching the template.
Or
Allow the attachment to finish to add the template to the project.
After attaching the template, you can edit the project and adjust any tasks, information, or settings as needed.
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(Optional) In the left panel, click聽 Project Details, then Overview to view the name of the template you attached in the Project relationships area.
note tip TIP If you attach more than one template to the project, only the template you attached first will display in this field. For information, see the Attach multiple templates to an existing project and view template information section in this article. -
(Optional)聽Remove template information from the project where you attached the template. For information, see Remove template information from a project.
Attach multiple templates to an existing project and view template information attach-multiple-templates-to-an-existing-project-and-view-template-information
You can attach multiple templates (one at a time) to the same project following the steps described in the section Attach a template to an existing project in this article. This adds the tasks and other information from each template to the project.
To view which template is applied to a project:
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Click the Main Menu icon
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On the Projects page, select the project that has an attached template.
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Click Project Details in the left panel.
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Locate the name of the template attached to the project in the Template field at the bottom of the Overview section under Project relationships.
