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. See 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.
1.Open the Project Template you created.
2.Click More > Project Duplication > Create New Project From Template.
3.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.
4.From the list of Projects in the Project workspace, click the name of your new Project. From here, you can begin: