Update a project template

To revise or correct an existing project template, overwrite it with a template of the same name.

You must be a site administrator to overwrite an existing project template.
  1. Revise the project that will serve as the basis for the new project template.
    Tip: You can disable a project template while you make changes to the project. To disable a project template, use the My Workspace > Projects > Templates page.
  2. Select PROJECT ADMIN from the Project Home menu.
  3. On the Project Settings page, click Create Project Template.
  4. Select Replace Existing Template and choose the template you want to overwrite.
  5. Provide the description for the template. (If you want to change the template name too, create a new template from the same project and disable the existing template.)
    Tip: It's a good idea to use the description to note the changes from the previous version of the template.
  6. Select the items you want to be available when new projects are created from this template.
The replacement project template is created. Its name and description appear on the Template tab of the Projects list, accessible from your personal navigation bar.