Applying a template on a draft project

Once a Portfolio/Program Manager creates a new project in 'Draft' status, he/she can apply a project template if he/she didn't it when the project was submitted.

To apply a template to a draft project

1. Log in to the Portfolio Management application
2. Navigate to Workspaces > Projects.
3. To open the 'Draft' project on the Projects workspace, click the required project ID.
4. On the header of the project page, click Select Template. It is required to introduce the project manager, and the start and end date of the project prior to selecting a template.
5. On the Select Project Template page, select a template from the list and click Select.
6. A confirmation dialogue is shown where Summary and Description will be overwritten by the Template.
7. Click Yes.
8.  The project is updated to Plan/Prepare status. Sprints or Phases and Tasks are created in the project automatically from sprints, phases and tasks templates related to the project template.