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CA PPM: How to create a new template by copying existing template

  • 1.  CA PPM: How to create a new template by copying existing template

    Posted 01-29-2019 09:41 AM

    Hello Everyone!, 

     

    Is there anyway that I can create a new template by copying existing template ? As of now, I can think of copy a project from template and mark the "Template" field as "Yes". 

     

    Please do let me know 



  • 2.  Re: CA PPM: How to create a new template by copying existing template

    Posted 01-29-2019 09:52 AM

    You can xog out existing template and xog in by changing the name and id of the template 



  • 3.  Re: CA PPM: How to create a new template by copying existing template

    Posted 01-29-2019 10:01 AM

    Hi Suman, 

     

    Should I read that as a Project and write ? or Should I use this one "prj_projects_from_template_write.xml"



  • 4.  Re: CA PPM: How to create a new template by copying existing template

    Posted 01-29-2019 10:03 AM

    Yes thats correct even a template is a project only.



  • 5.  Re: CA PPM: How to create a new template by copying existing template

    Posted 01-29-2019 02:22 PM

    To create a new template from an existing template:

    1. Create a new project from template, selecting the template you want to copy.
    2. Fill in any required fields and click Save.
    3. Navigate to the Settings page (or where you have the Template and Financial Status fields displayed).
    4. If the Financial Status is Open, change it to Hold and click Save.
    5. Click the Template box and click Save.

    You can then make any other changes to your new template.