Creating Templates

Project Templates provide a means to quickly add new projects to your portal. To create new templates, edit an existing project and check the “Is Template” option. This will mark the project as a template and it will appear in the Template list on the Project List screen.

Marking a project as a template does not directly affect the Template Project. It only adds the project to the Project Template list on the project screen.

To create a new project from a template:

1. Click on Edit Projects
2. Select the project template you want to use and then click “Create New Project From Template”
3. The new project will appear in the Project List with the same name as the template and suffixed with a number indicating how many times the project template has been used.

When SigmaPro generates new projects from Templates, it carries over all attributes of the project including all existing issues and the attributes of those issues. This makes it possible to setup large projects that are continuously similar within a few seconds.

Note: By default, SigmaPro recalculates to the Due Date of tickets in the project to the current date plus 1. To change the number of days added to the Date Due field, set the “Days to Add to Date Due” in the Template Settings options of SigmaPro.

Note: The owner of the new project is set to the user who generated the project. Not the owner of the Template.