Create Template dialog box

Use this dialog box to create a template that can then be used as the basis for quickly creating new projects. Choose one of the following options:

By Manually Entering Template Information

Choose this option to open the Create a New Template dialog box to create a new project template by manually entering all of the information.

By Importing a Template Definition

If you are creating a new template with data supplied in a Microsoft Excel spreadsheet, choose this option to open the Import from Spreadsheet Template dialog box to locate the Microsoft Excel project template spreadsheet to import. Refer to the following example template: Project Template.xlsx, which is located in C:\Program Files\Newforma\2022 Edition\Project Center\Templates. You can add any remaining blank fields later.

From the Selected Project or Template in the List

Choose this option to create a template based on one of the existing projects or project templates in the Templates section. The Create a New Template dialog box will then open with all of the settings from the selected project or template pre-populated.

Templates

If you chose the From the Selected Project or Template in the List option, select the project or template to use as the basis for the new template.

 

To access this dialog box

Click Create > Create Template from the Tasks panel of the Project Center Administration activity center Projects tab.