Working with Templates
Ivanti Neurons for PPM provides the ability to duplicate a Project for reuse, creating a copy of associated Tasks, Budgets, Risks, and Project details. Use any existing Project as a template for new Projects.
Creating a Project Template
In order to create a Template to use for future Projects, create a Project with all the Tasks, Budgets, and other details you need for new Projects based on this Template. Refer to Creating a New Project for detailed help with creating a new Project.
Deliverables are Project-specific and aren't reused, so these do not copy over to your new Project and should not be a part of your Project Template.
Creating a Project from a Template
Log in as a Portfolio or Project Manager to create a new Project using the Template you created.
- Open the Project Template you created.
- Click More > Project Duplication > Create New Project From Template.
- Enter information for the new Project in the pop-up window:
- Project Name: Enter the name of your new Project.
- Project Owner: Choose the employee responsible for the Project.
- Start Date: Click the calendar icon to choose a start date for the Project.
- End Date: Click the calendar icon to choose an end date for the Project.
- Click OK to save your inputs and create the new Project.
- From the list of Projects in the Project workspace, click the name of your new Project. From here, you can begin: