General Settings (Project Template)

You can create a new project template based on a pre-existing project or from scratch.

Click Finish after you are done configuring the following:

Setting	Description
New Project Template Options	Select whether you want to: Create an empty project template Create a project template based on an existing project.
Source Project	Available only when you select Create a project template based on an existing project. You can select any project for which you are a Project Leader. Click Browse to locate the project on which to base the new project template.
Name	Type no more than 100 characters to name the project template.
Language	Choose the default language for the project from the list. The language you choose will become the language of a project created from this project template. Collaboration uses this information when indexing the project template for searching.
Description	Optional. Type no more than 1,000 characters to describe the project template. The description is indexed for Collaboration search.
Image URL	Optional. Location of a small image (300 pixels wide x 200 pixels high) to place on the Project Overview page.
Date-Shifting Method	Set the method of shifting dates based on the base date of the project template. Select the method for copying dates from this project template to a new project: Copy dates directly from the project template Specify project start day: skip weekends and holidays Specify project start week: preserve day of the week Specify project start month: preserve working day of the month
Template Base Day/Week/Month	If you copy dates directly from the project template, this option does not appear. Depending on the date shifting method you selected, select a base day, base week, or base month for the project template.

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Create a new project template

In the My Projects portlet, click Explorer.
In the table pane Upper right section of the application view. You can view the items you selected in the navigation pane in a table format. You can also view detailed information about the items in the table pane by selecting the check box next to the item. Detailed information appears on the details pane below. of the Project Explorer, click Template Project Folder.
In the action bar, click in the New button, and, from the drop-down menu, select Project Template.

Edit an existing template from the My Projects portlet

In the My Projects portlet, click Explorer.
In the table pane Upper right section of the application view. You can view the items you selected in the navigation pane in a table format. You can also view detailed information about the items in the table pane by selecting the check box next to the item. Detailed information appears on the details pane below. of the Project Explorer, click Template Project Folder.
Select a project template.
In the action bar, click in the Edit button, and, from the drop-down menu, select Edit Properties.

Edit an existing template from the application view of the project template

In the Manage Project drop-down list, select Template Settings.

General Settings (Project Template)

Setting

Description