Create Project from Template

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 if you want to create a workspace at the highest hierarchy level. You can create subspaces or sub-projects for workspaces where you have workspace administrator rights.

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

   1. Go to Perspective Task Management > Task Navigator and there click on the leftmost project template under Workspace Templates. Use the context menu (right-click) to create a new workspace or subspace.

   2. Go to Perspective Project Management > Workspace Navigator and click on the leftmost project template under Workspace Templates. Use the context menu (right-click) to create a new workspace or subspace.

   3. Go to Perspective Administration > Templates > Workspace Templates. Select a template and click the “Create new workspace from template” button.

2. Give the new workspace a new name.

3. Optionally, select a parent workspace under which the newly copied workspace will be created. Alternatively, and also optionally, select the “Copy as sibling range” checkbox. In this case, the newly copied workspace will have the same parent workspace as the original workspace and the copied workspace will be hierarchically adjacent to the original workspace.

4. Optionally, you can add all open items (based on the type flag of the item states, see Manage Item States), into the new workspace. You can automatically create a link between the original item and the copied item.

5. Select whether you want to copy attachments and all links between the copied items.

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 to a new workspace. You can now display all new tasks in the task management perspective. Select all new items and then use the “Quantity processing” action to move the earliest start date to a new date (option “Earliest date on”). In doing so, you can also update the finish dates accordingly.