User assistance for content authors

Creating a project template

You use a project template to define a set of default parameters that can be used when creating a new project. If you do not need to create separate project templates, a default project template is also available to use.

You can create a new project template either by:
  1. Project template identification
    Specify identification information for the project template, including the name, title and description of the project.
  2. Project properties within a project template
    This section of the form is used to define the default project settings for any projects created using this project template.
  3. Project template approval settings
    Specify the default project approval settings for this project template.
  4. Project template custom actions
    Specify the default custom actions for this project template.
  5. Additional project properties
    Specify additional properties for the project, including the list of authors and owners associated with the project.
  6. Granting project template access
    Specify the access control settings for the project template to determine which users have access to the project template and their level of access. These settings do not control access to the projects created using this project template.
Parent topic: Creating items
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Thursday, April 24, 2014 3:00pm EST

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