Project Plan Templates

Project plan templates can be created directly in Get Data Templates Only mode or indirectly from a source project previously saved to the database.

The elements of a project plan included in a template are:

a copy of the Project Data row including phase names and finish dates

milestones from the Status module (if any)

assignment rows from Effort Forecasts

financial assignments (if any) from the Financial Detail sheet in the Financial module.

WBS task records (if any)

Templates are useful when projects of a given type occur repeatedly. The next project of a given type can be initiated from a template with standard schedule, resource plan and financial plan elements in place ready for modification.

The source project can be a completed or in progress project that is an appropriate model for projects of its type. Or a process team might create a model project from scratch with all default values and plan profiles desired.