Project templates - Support | Forecast PPM

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Templates

An important part of Forecast is the use of project templates. All projects must be created with a template as the base. A template defines certain things for a project, like the type (agile, waterfall, none), if there are any default values that should be created from the start, how many columns in boards, what types of phases the project should have, if it’s only accessible by certain business units, etc.
Project Templates

NOTE! Once a project is created it is not possible to change the template for that particular project.

Setting up a template

When creating a new template there are a few things to notice.

  • Inital planning models should most often be left alone.
  • Project model should be chosen based on how you want to work.
  • The work breakdown template defines what structure each project should be started with. This can be a big time saver if you do many projects that are similar.
  • Project phases can be defined, renamed or removed to fit your workflow.

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