Creating WBS Tasks by Copying from a Project Template

You can copy WBS tasks from a project template to any task that you have edit access for. You must copy the entire structure from the template. The copied tasks include bookmarks, dependencies, and deliverables from the source tasks. For tasks that are associated with questions, the tasks are included or not included based on your response to the questions.

Before you begin: Complete the procedure in Creating WBS Tasks by Copying from Another Project through selecting the source to copy from.

  1. Choose Copy WBS from Project Template.

  2. Click Next.

    A list of active project templates for your company displays.

  3. Choose the template you want to copy from and click Next.

    A page opens that lists the questions added to the template. Based on your answers to these questions, specific tasks will either be copied or not copied.

  4. For each question, choose either Yes or No.

  5. Click Next.

    The Edit WBS page displays, listing all tasks that were copied. You can change the state, % complete, duration, estimated start and end dates, and the owner for any of the tasks.