Creating a project from a template

Creating a project from a template#

wsman sysman sysadmin

You can create a new workspace based on a workspace template. The procedure is the same as copying a project.

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

  1. To create a new project from a project template, you can alternatively

    1. go to the Task management app > Items > Workspace templates. Use the context menu (right-click) to create a new workspace or sub-workspace.

    2. go to the Project management app > Items > Workspace templates. Use the context menu (right-click) to create a new workspace or sub-workspace.

    3. go to the Administration app > Workspaces > Workspace templates. Select a template and click the Create new workspace from template button in the action menu.

  2. Give the new workspace a new name.

  3. Optionally, select a parent workspace under which the newly copied workspace is created. As an alternative, also optional, select the Copy as sibling workspace checkbox. In this case the newly copied workspace will have the same parent workspace as the original workspace, and the copied workspace then sits alongside the original workspace in the hierarchy.

  4. Optionally, you can copy all open items (based on the type flag of the item statuses, see Managing item statuses) into the new workspace. In doing so, you can have a link automatically created between the original item and the copied item.

  5. Choose whether you want to copy attachments and all links between the copied items as well.

  6. Choose whether you want to copy role assignments and workspace-specific cockpit configurations as well.

  7. Click the Create workspace button.

Your project template or workspace template has been copied into a new workspace. If needed, you can now display and select all new items in the task management perspective and then use the “bulk editing” action to move the earliest start date to a new date (option “earliest date on”). You can also adjust the end dates accordingly.