About Project Templates

Tip: To make a project available for selection as a template in the Create Project From Template page, select the Template checkbox on the project.

Creating projects from template projects is useful if you have repeatable projects, where the details, such as project tasks, milestones, assignments and resource requests are the same or similar. For example, you can add a budget but leave other details the same, or refine the records you want to copy.

Note: If the checkbox Allow Start/End on Non-working Days on the associated work calendar is deselected, the dates are adjusted to avoid non-working days specified in that work calendar. If there is no associated work calendar, the dates are adjusted to avoid Saturday and Sunday.
For example, if Saturday and Sunday are non-working days, an adjusted date that would have started or ended on one of these days is moved to Monday, which is the next available working day.

Your administrator can edit several field sets to modify the fields that appear on this page. See Field Sets for more information.

Sorting and Filtering

You can sort and filter to locate and select the template you want to copy. For example, sorting columns.

Note:

When Shield Platform Encryption is enabled in your org, you must be as specific as possible when searching for Shield Platform Encryption-supported fields to ensure that matching results are found.