Templates are projects which are specifically made to be copied and re-used for new projects. This could be a specific template, or an old project that went very well that was changed to be a template.
The idea behind it is for a project manager to simply copy the project, make small changes, for example the deadlines of the project, and release the project.
Creating a template is easy:
- Go to an existing project, or create a new project.
- Double check the project to make sure it is fit to be used as a template (changes can be done later).
- Go to project properties.
- Choose "Save as template" button.
- Click on okay.
- Go to project portfolio.
- Click on the template projects filter to see all of your template projects.
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