Create a project using a template
You can use templates as a framework to create projects in Adobe Workfront. If you have projects that repeat often, using templates for the general timeline of the new project saves you from having to build the same projects repeatedly.
Templates provide you with a way to capture repeatable processes, information, and settings associated with your projects. The information associated with a template is transferred to the project. This includes tasks, assignments, durations, documents, financial details, risks, and custom forms.
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The default status of a new project created from a template corresponds with the status defined by your Workfront administrator in the main Project Preferences area, or by a group administrator (or Workfront administrator) in the Project Preferences area for a group. For information about configuring project preferences, see Configure system-wide project preferences or Configure project preferences for a group.
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The Group of the new project is the Group of the template. If the template is not associated with a Group, then the Group of the project is the Home Group of the user who creates the project.
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The statuses available for a new project match the statuses of the Group of the project, which is either the Group of the template, or the Home Group of the user who creates the project.
You have the following options for creating a project from a template:
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Create a project from a template in the Projects area
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Create a project from a template at the template level
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Attach a template to an existing project
For information, see Attach a template to a project.
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Create a project from a template in the Groups area
Access requirements
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront package | Any |
| Workfront license |
Standard Plan |
| Access level configuration |
Edit access to Projects and to Templates Edit access to Portfolios and Programs, if the template you use contains a Portfolio and a Program |
| Object permissions |
View permissions to a template If the template you use contains a Portfolio and a Program, you must have Manage permissions to the portfolio and program to create the project When you create a project, you automatically receive Manage permissions to the project. |
For more information, see Access requirements in Workfront documentation.
Create a project from a template in the Projects area
You can create a project from the Projects area in the Main Menu, or from the Projects area of a portfolio or a program.
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Do one of the following:
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Click the Main Menu icon
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Go to a portfolio, then expand New Project.
note tip TIP When you create a project using a template from a portfolio, the Portfolio field of the new project updates to display the portfolio you chose to create the project from. This overwrites the Portfolio field on the template, if it is specified. -
Go to a program, then expand New Project.
note tip TIP When you create a project using a template from a program, the Program field of the new projects updates to display the Program you chose to create the project from. The Portfolio field of the template updates to display the portfolio of the program you chose to create the project from. This overwrites the Program and Portfolio fields on the template, if they are specified. -
If you are a group administrator, you can also create a project in the Projects section of a group you manage. For more information, see Create and modify a group’s projects.
note tip TIP When you create a project using a template from a group, the group you create the project from displays in the Group field of the new project only when the Group field of the template is not specified. If the template Group field is specified, the Group field of the new project is that of the template.
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Click the name of a template in the Favorite templates list.
Or do the following:
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Click New Project from Template.
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(Optional) In the Search Templates field, start typing the name of a template and click it when it displays in the list.
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Click the name of one of the following types of templates to choose them:
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A legacy Workfront storage template
legacy Workfront storage templates display a legacy-storage icon
Documents on the template and on the future projects will be stored in Workfront storage.
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An Adobe cloud storage template
Documents on the template and on the future projects will be stored in Adobe cloud storage.
note NOTE -
Using an Adobe cloud storage template creates an Adobe cloud storage project.
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Using a legacy Workfront storage template creates a legacy Workfront storage project.
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When you use an Adobe cloud storage template from a legacy Workfront storage portfolio or program, the project is an Adobe cloud storage project and the portfolio or program are also converted to Adobe cloud storage objects. All other legacy Workfront storage projects under the same portfolio or program remain unchanged.
Your Workfront instance might not have both types of document storage. For more information, see Document management overview for projects and related objects. -
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Review the following template details on the right:
- Template duration
- Template owner
- The number of top-level tasks, which includes the names of the top three tasks
- The number of all tasks in the template
- The names of the template custom forms
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(Optional) Hover over the name of a template name in the left panel and click the Favorites icon
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Expand the Favorite templates list and select a template from the drop-down list.
note tip TIP You can have up to 40 Workfront items marked as favorites. This includes templates and other items. -
Click Use template when you have selected a template.
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