✨ Apply project templates to existing projects

Description

In project management, existing projects can be updated using a project template. Specific data fields can be transferred without overwriting existing content. This enables quick and efficient adjustments to multiple projects based on a template.

What is applied from the template?

Only the master data of the project template is applied to the existing project. This includes:

• • Standard fields
  • Flavors & Flavor groups

Tasks and other structures from the project template are not applied.

Open Project Settings

To apply a project template to an existing project, first open the project settings.

1. Open the desired project.
2. Click on the three-dot menu (...) in the top right corner.
3. Select Manage Project.

Open the Template Menu

In the Master Data section, there is a Manage Templates button in the top right corner, where an existing project template can be selected.

Select a Project Template

Once the template menu is opened, a suitable project template can be chosen from the list.

Apply Project Template

After selecting a template, it is possible to determine whether all data should be imported or if a custom selection should be made.

1. Choose Import everything or Customize included fields.
2. If Customize included fields is chosen, mark the desired data fields.
3. Optionally enable Overwrite Values if existing values should be replaced.
4. Click Apply to apply the template.

Import everything:

Customize included fields:

Overwrite Values

If the Overwrite Values option is enabled, existing values in the project will be replaced by those contained in the template. If disabled, existing values remain unchanged.

Example

Suppose you have a project with 5 flavors, but you have since added another 5 flavors to the project template. After applying the template, your project will have 10 flavors, and this adjustment includes the flavor groups and assignments, exactly as they are defined in the template.

Conclusion

The ability to update existing projects based on a template saves time and reduces manual effort for large projects. For more information on using project templates, refer to the article Using Project Templates.