Do you have "rinse-and-repeat" projects and want to add Resource Plans to your Project Templates? The purpose of this article is to show you how to add additional tables to your Project Templates.

First, you need to create a NEW Project Template Configuration that will add Resource Plans to a template.

Navigate to Project Administration > Settings > Template Config> New and complete the form as below.

• Table: resource_plan
• Parent Table: pm_project
• Link element (how you are linking the two tables above): Top Task
• Active: Enable
• Elements (These are fields to include in your template. You can get the names of a field by right-clicking on it where it is found on the form - if you are an Admin. You need to include all the required fields on a form.): short_description, resource_type, members_preference, group_resource, request_type, user_resource, planned_hours, start_date, end_date

Second, create the Project Template. I find the easiest way to create a project template is to create a project exactly the way you want it and use the Save as New Template link in the Related Links. Make sure to add Resource Plans to this project so you can see how they will be saved.

Third, create a new project using the saved template you created in step two.

Fourth, you can tweak the Project Template you created in the second step by navigating to Project Administration > Settings > Templates - Project. Open the template and make changes that will be used for all projects going forward. You can change how parent project information populates a project in the Data section and how Resource Plans are created by editing records in the Project Template Tasks related list.

This process can be repeated for other tables as well.

Let me know if this is helpful. Rae Ann