Copy a project template
In addition to creating a project template from scratch, you can also copy an existing one and modify it in 51黑料不打烊 Workfront.
Access requirements
You must have the following access.
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| 51黑料不打烊 Workfront plan | Any |
| 51黑料不打烊 Workfront license* |
New: Standard Current: Plan |
| Access level configurations | Edit access to Templates |
| Object permissions | View or higher permissions to a template |
*For information, see Access requirements in Workfront documentation.
Considerations about copying templates
The following items are always copied from an existing template to a new one:
- Template Tasks
- Template Task Default information (Task Default Approval Process, Task Default Custom Forms)
- Custom forms
- Risks
- Queue Setup information
- Portfolio and Program
- Approvals
- Documents
- The days of the original template tasks transfer to the new template. You must change the Start or Completion day of the template (depending on its Schedule Mode) to update the days on the template tasks, if needed.
The following items are never copied from an existing template to a new one:
- Billing Rates
- User comments
Copy a template
-
Go to the template that you want to copy.
-
Click the More menu
The Copy Template box opens.
-
Specify a name for the template in the New Template Name field.
By default, Workfront sets the new name following this format:
Copy of Original template name. -
Select the Retain user assignments on tasks and template option, if you want to carry all task and template assignments from the original template to the new template. Template task assignments, and the Template Owner and Sponsor are transferred to the copied template.
-
Click Save to create a copy of the template.
The new template displays in the template list in the Template area of Workfront.