Create Workspace from Template#

wsman sysman sysadmin

You can create a new workspace based on a workspace template. The procedure is similar to copying a project.

You must be logged in as a system administrator or system manager if you want to create a workspace at the highest hierarchy level. You can create sub-workspaces or sub-projects for workspaces for which you have workspace administrator rights.

  • To create a new project from a project template, alternatively

  • go to Perspective Task Management > Item Overview and there, on the far left, click on the desired project template under Workspace Templates. Use the context menu (right-click) to create a new workspace or sub-workspace.

  • go to Perspective Project Management > Item Overview and there, on the far left, click on the desired project template under Workspace Templates. Use the context menu (right-click) to create a new workspace or sub-workspace.

  • go to Perspective Administration > Templates > Workspace Templates. Select a template and click on the button Create New Workspace from Template.

  • Give the new workspace a new name.

  • Optionally select a parent workspace under which the newly copied workspace will be created. Alternatively and also optionally, check the box Copy as sibling workspace. In this case, the newly copied workspace will have the same parent workspace as the original workspace and the copied workspace will therefore be hierarchically next to the original workspace.

  • Optionally, you can copy all open items (based on the type flag of the item statuses, see Manage Item Statuses, into the new workspace. You can automatically create a link between the original item and the copied item.

  • Choose whether you want to copy attachments and all links between the copied items.

  • Choose whether you want to copy role assignments and workspace-specific cockpit configurations.

  • Click on the button Create Workspace.

Your project template or workspace template has been copied into a new workspace. You can now, if necessary, display all new items in the Task Management perspective, select them and then move the earliest start date to a new date (option “earliest date on”) using the “Bulk Edit” action. You can also adjust the end dates accordingly.