A reusable starting definition for a project. It supplies a common structure or planning context for similar projects.
When to use it
Use it when creating work from an available project template.
Key information
- Completion percentage records reported progress; review it with the actual work and evidence.
- Due date records when the work is expected to be due.
- Scope describes the boundaries of the planned work.
Common relationships
- Project Template (Structure): Places a Project within a Project Template’s associated project structure.
- Change Context – Project Template (Structure): Places a Project Template within a Change Context’s associated planning structure.
- Folder (Non-structure): Connects an eligible record to a Folder used to organize its information.
Working with this record
Review the reusable scope and planning structure before using the template for a project. Check the resulting project’s dates, responsibilities, and deliverables rather than assuming all starting information fits the new work.
Example
The Product Introduction Project Template is used as a starting point for a new pump project.
Choosing the right type
Choose Project Template for the reusable starting definition. Project represents the individual initiative, while Workflow Template defines a reusable process.
