You can edit project templates to reflect changes in project processes and settings. After you update and save the changes on a template, the new changes are visible in new projects when the projects are created using the template. The changes you make on the template do not reflect on the project currently using that template.
You must have the following access to perform the steps in this article:
| Adobe Workfront plan* | Any |
| Adobe Workfront licenses* | Plan |
| Access level* | Edit access to Templates Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information about access to templates, see Grant access to templates. For information on how a Workfront administrator can change your access level, see Create or modify custom access levels. |
| Object permissions |
For information about template permissions, see Sharing a template. For information on requesting additional access, see Request access to objects . |
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Go to the template you want to edit.
(Conditional) To edit limited information about the template, click Template Details in the left panel, then go to the areas listed in the left panel to edit information for each area.
To edit information in the Details section, click the Edit icon
, then select from any of the areas below, or click Edit all to edit information in all areas:
Overview
Custom Forms
Names of customs forms display only if there are custom forms attached to the object.
Finance
For information about all fields that display in the Details area, continue with editing all fields using the Edit Template box below.
(Conditional) To edit all information about the template, click the More menu
next to the name of the template, then click Edit.
The Edit Template box opens. The sections in this box contain the same fields available in the Template Details section .
Consider editing information in any of the following sections:
Begin editing your template as described above.
In the Edit Template box, click Overview.

Update the following fields:
| Name | Specify a name for the template. |
| Description | Add additional information about the template. |
| Is Active | Select this checkbox if you want the template to be active. Other users can find this template and attach it to projects when creating projects. Deselect this checkbox if you want to deactivate templates that are no longer used. Deactivated templates cannot be attached to projects. This is enabled by default. Tip: You can deactivate a template from the template header by clicking the More menu |
| URL | Specify a web link that relates to information about this template. |
| Schedule From | Specify whether the project using this template is scheduled from the Start Date, or from the Completion Date. This selection determines the planned dates of the future tasks on the project using this template. Select from the following:
For more information about the Start and Completion Days of template tasks, see Overview of Start and Completion Days in a template. The Schedule From setting for templates is similar to that of projects. Your Workfront administrator selects the default Schedule From setting for the projects in your system. For information about setting project defaults, see Configure system-wide project preferences. |
| Condition Type | Select between the following Condition Types:
|
| Priority | This is just a visual flag for you which allows you to prioritize your future projects. Select from the following options:
Depending on the Project Preferences selected by your Workfront administrator, the names of priorities might be different for you. For more information about editing priorities, see Create and customize priorities. |
| Template Owner | The user who is designated as the Template Owner must be a Workfront active user. Consider the following about the user designated as the Template Owner:
|
| Template Sponsor | The user specified in this field becomes the Project Sponsor, when the template is added to the project. This user is added to the project team and is automatically given view permissions to the project. The user who is designated as the Template Sponsor must be a Workfront active user. |
| Resource Manager | The specified users are automatically given manage permissions to the future projects and can assign resources to the tasks and issues of the projects. You can specify more than one Resource Manager. |
| Group | In the drop-down list, select the group that you want to be associated with projects created from the template. It can be a group of any level. You can make sure you are selecting the right group by hovering over it and clicking the information icon Note:
|
| Company | Specify the Company that you want to associate with the template. Only active companies display in the list. |
(Optional) Continue editing the following sections, depending on the information you want to modify.
Or
Click Save Changes.
Begin editing your template as described above.
In the Edit Template box, click Finance.

Update the following fields:
| Performance Index Method | Specify whether the Earned Value metrics of the future project are calculated using hours or costs. For more information about the Performance Index Method, see Set the Performance Index Method (PIM). |
| Budget | Specify a Budget for the projects that are created from this template. |
| Fixed Cost | Specify the Fixed Cost for the projects that are created from this template. This is different than the Labor Cost which comes from the hours on the project and the Expense Cost which comes from the amount of expenses on the project. The Fixed Cost of a project is taken into account when calculating the Net Value of a project and it is part of the Budgeted Cost. |
| Fixed Revenue | Specify the Fixed Revenue for the projects that are created from this template. |
| Template Currency | Specify the currency for the future project, if it is different than the default currency of your system. This field is not visible if you have only the default currency in the system. |
| Require time to be approved for this project | Select this option to require the Project Owner of the future project created from this template to approve time logged on the project. If you are using Billing Records and you select this option, only the approved hours on the project appear as available billable hours for the Billing Records. Approving time on the project is independent of approving timesheets. For more information about requiring time to be approved on a project, see Require time to be approved for a project. |
(Optional) Continue editing the following sections, depending on the information you want to modify.
Or
Click Save Changes.
Begin editing your template as described above.
In the Edit Template box, click Portfolio.

Update the following fields:
| Portfolio | Specify a Portfolio for the projects that are created from this template. You must create a Portfolio first, before it appears in the drop-down list. Only active portfolios display in the list. For more information about creating portfolios, see Create a portfolio . |
| Program | If you selected a Portfolio for the template, specify a Program for the future project. Some Portfolios might not have Programs. You must create a Program first, before it appears in this drop-down list. Only active programs display in the list. For more information about creating programs, see Create a program. |
| Planned Benefit | Specify the Planned Benefit of the projects that are created from this template. The Planned Benefit is used in the Business Case of the project and the Portfolio Optimizer. For more information about the Planned Benefit of a project, see Overview of project Planned Benefit. The Planned Benefit of a project is taken into account when the Net Value of a project is calculated. For more information about using the Portfolio Optimizer, see Manage projects in the Portfolio Optimizer |
(Optional) Continue editing the following sections, depending on the information you want to modify.
Or
Click Save Changes.
Begin editing your template as described above.
In the Edit Template box, click Settings.

Update the following fields:
| Milestone Path | Select a Milestone Path for the template. Only active milestone paths display in the list. |
| Completion Mode | Controls how the future project will be marked as Complete.
|
| Summary Completion Mode | Controls how the parent tasks on the future project are marked as Complete.
|
| Update Type | Controls when the changes you make to the timeline of the future project are saved on the project. Example:
The following changes to the project trigger an update to the timeline of the project:
Select from the following options:
You might want to select this option if you are making many changes to the project at one time, and you want the timeline recalculation to occur after all of the changes have been made (rather than after each individual change). |
| Schedule | Select a schedule for your template. This will become the schedule of the project that is created from this template. This should be the same schedule assigned to most people that are working on the project. You must create a schedule before you can assign it to a template. |
| User Time Off | Determines whether the time off of the Primary Assignee of a task adjusts the task planned dates. When you attach the template to an existing project, and the template has a different setting for this field than the project, the setting on the project remains unchanged. The default option for this setting for a new template is the same as the system-level project preference. For information about the project preferences at the System level, see Configure system-wide project preferences. For information about how this setting affects the task dates on a project, see Edit projects.
|
| Resource Leveling Mode | Select from the following options:
|
| Risk | Define the level of risk of the projects created from this template. The risk is just an indicator of how risky a project can be. You can prioritize the execution of your projects based on the level of risk.
|
| Resource Pools | Specify the resource pools associated with the template. Resource pools are collections of users that are needed at the same time for the completion of a project. For more information about resource pools, see Resource pools overview .
Note: When you edit templates in bulk, only the resource pools that are common to all the templates selected appear in this field. If the templates selected have no shared resource pools, this field will be empty. The resource pools you specify here will overwrite the templates' individual resource pools. |
| Approval Process | Select the approval process you want to associate with the template. Your Workfront administrator or a user with administrative access to Approval Processes must define system-level or group-level project approval processes before you can associate them with a template. For more information about creating approval processes, see Create an approval process for work items. Consider the following when adding approval processes:
|
| Filter Hour Types | Consider the following: Select No to make all project-specific hour types available on the future project. (This is the default selection) Or Select Yes to make only a subset of the project-specific hour types available on the future project, then select the hour types you want to make available. (Hold the Shift key to select multiple hour types.) If you select this option, only the hour types you select are made available to select when logging hours on the project (or on tasks and issues within the project). You must select at least one hour type; if you select this option and you do not select any hour types, all hour types are made available on the project. The same hour type selections must be made at the individual user level in order for the user to see these hour type options on the project. For more information about defining hour types at the user level, see the section Log time in Log time. |
| Reminder Notification | Select the Reminder Notification that should be associated with the future project. You must configure Reminder Notifications for projects for this field to appear during editing a template. For more information about configuring Reminder Notifications, see Set up reminder notifications. |
(Optional) Continue editing the following sections, depending on the information you want to modify.
Or
Click Save Changes.
Begin editing your template as described above.
In the Edit Template box, click Access.

The Access you specify for your template will become the Access of users associated with the project when the template is used to create a project.
Specify the following Access information for the template:
| When someone is assigned to a task | Select from View, Contribute, or Manage access to a task. The user assigned to a task is automatically granted this access to the task. |
| Also grant access to the project | Select from View, Contribute, or Manage access to the project. The user assigned to a task is automatically granted this access to the project, as well. |
| When someone is assigned to an issue | Select from View, Contribute, or Manage access to an issue. The user assigned to an issue is automatically granted this access to the issue. |
| Also grant access to the project | Select from View, Contribute, or Manage access to the project. The user assigned to an issue is automatically granted this access to the project, as well. |
| When someone submits a request: Give them access | Select from View, Contribute, or Manage access to the request. When they submit a request to the project, they are granted this access to the request they submitted. For more information, see Share an issue . |
| People from the same company will inherit the same permissions for all requests | Select this field if you want people from the same company to have the same access to all the requests on the project, whether they submitted them or not. |
| When someone is given access to this project: Give them access to ... | Select the access options that you want users to have on the project, if the project is shared with them. Select the specific options for their access, if they are designated as Viewers, Contributors, or Managers when sharing the project with them. |
(Optional) Continue editing the following sections, depending on the information you want to modify.
Or
Click Save Changes.
Begin editing your template as described above.
In the Edit Template box, click Custom Forms.

Select the custom form or forms that you want to associate with the template. You must build the custom forms before they are available to select in this field.
Only active custom forms display in the list. For more information about building custom forms, see Create or edit a custom form.
You can add up to ten custom forms to a template.
The forms will be added to the project that is created from this template.
(Optional) Continue editing the following section, depending on the information you want to modify.
Or
Click Save Changes.
You can define the defaults that will be associated with all the new tasks when you add them to a project that is created from the template.
For information about how these settings affect creating new tasks, see Create tasks overview.
Begin editing your template as described above.
In the Edit Template box, click Tasks.

In the Task Default Approval Process box, select the Approval Process you want to associate with all new tasks when you add them to a project created from this template. You must create an Approval Process for tasks before you can associate it with tasks. Only active approval processes display in the list. For more information about creating Approval Processes, see Creating Approval Processes.
In the Task Default Custom Forms box, select the custom form or forms that you want to associate with all new tasks when you add them to a project created from this template. You must build the custom forms before they are available to select in this field. Only active custom forms display in the list. For more information about building custom forms, see Creating Custom Forms. You can associate up to ten custom forms with a task.
(Optional) Select Use Work Effort to automatically calculate task Planned Hours if you want to enable managing task effort by using Work Effort instead of Planned Hours in the project created from the template.
(Conditional and optional) If you selected Use Work Effort to automatically calculate task Planned Hours, click the drop-down menu to update the percentage for each level of Work Effort. The following percentage values are the defaults:
| Small | 25% |
|---|---|
| Medium | 50% |
| Large | 75% |
For information about using Work Effort to manage the effort on tasks on projects, see Work Effort overview.
(Optional) Continue editing the following section, depending on the information you want to modify.
Or
Click Save Changes.
By editing issue settings, you can prevent users from adding issues inline in the future project created from the template.
Begin editing your template as described above.
In the Edit Template box, click Issues.

(Optional) Deselect the Allow users to add issues inline option. It is enabled by default.
When disabling this option users cannot add issues inline to the project or the tasks in the Issues section, when the project is created from the template.
Disable this option if you want to enforce users to complete the New Issue Fields or the custom forms associated with new issues.
When disabling this option, users with permissions to add issues to the project created from the template can do so by using the New Issue button or a request queue associated with the project.
For more information about configuring issue settings on projects, see the Issue Settings section in the article Edit projects.
For information about creating issues on projects, see Create issues.
(Optional) Continue editing the following section, depending on the information you want to modify.
Or
Click Save Changes.
Begin editing your template as described above.
In the Edit Template box, click Comment.

Specify a comment that you want to display in the updates stream of the template in the available field.
This comment is visible for everyone with View access to the template and with access to view Notes.
Click Save Changes.
Your changes will be submitted for this template.
Now, when you use this template to create a project all these settings will transfer to the new project.
You can edit templates in bulk and update all their information at the same time.
To edit templates in bulk:
Click the Main Menu icon
in the upper-right corner of Adobe Workfront.
Click Templates.
Select several templates in the list.
Click Edit.
The Edit Templates dialog box opens.

Click the sections on the left to edit all selected templates.
For more information about editing information on templates, see the Edit a template section in this article.
Click Save Changes.
All changes you made are now visible on all the selected templates.
After you have created your template and have edited the template information, you can add tasks to it.
Adding tasks to a template is similar to adding tasks to a project.
For more information about adding tasks to a project, see Create tasks in a project.
When you add tasks to a template, the Duration of the template and the Start and Completion Days of the template change accordingly. For information about the Start and Completion Days of the template and of the template tasks, see Overview of Start and Completion Days in a template.
After you have created your template and have edited the template information, you can add more items to it. The items you add will be available for the project when you are creating it from the template.
Adding the following items to a template is identical to adding them to a project:
Documents
Risks
For more information about creating risks, see the Create and edit risks on projects section in the article Create and edit risks on projects.
Approval processes
For information about associating approval processes with work, see Associate a new or existing approval process with work.
Billing Rates
For more information about overriding billing rates for a project, see Overview of overriding Job Role Billing Rates and calculating Revenue on a project.
Expenses
For more information about adding expenses, see Manage project expenses.
Topic Groups and Queue Topics
For more information about adding Topic Groups and Queue Topics to a project or template, see Create a Request Queue.
You can add the following items to the tasks in the template:
Documents
Expenses
For more information about adding expenses, see Manage project expenses.
Approvals
For more information about associating approvals with work, see Associate a new or existing approval process with work.