Add templates to project for the web
When creating a new project we don't want to start from scratch each time. We should be able to select a type of project (or an existing one) and use that as a starting point.
I’m updating this to “partially complete” as we have finished rolling out the “Copy Project” feature. You can access this by opening a project, clicking on the title to open the details pane, hitting the “…” in the top corner, and then the Copy command.
You can get more details, tips and tricks here: https://techcommunity.microsoft.com/t5/project-blog/copying-projects-in-project-for-the-web/ba-p/1477766
We’re still thinking about the specific templates scenario and reading your comments below. Please try the feature out and let us know what other feedback/improvements can be made.
Sebastian Gomez commented
When I make a copy of an existing project, the resources don't get transferred over. Can you please add this capability?
Is there any progress or feedback from MS on this idea? The last material update on this idea was 8 months ago now.
imtiaz ahmed commented
Creating a project called 'standard' with all of the tasks associated with a project and 'parking' it as a way to quickly create a project from, does not solve the issue that the project will still appear as a project in the dataverse and therefore end up in our Power BI reports. even putting forward dates does not remove it from the 'Live' projects
Orrin Edenfield commented
I'd like to create a template that can be shared across multiple team members. Copy Project feature is nice for me but I don't think this would work with other users
Just got Project for the web. How do I add issues and risks?
Templates are more as suggestions and helps to start of, missing that seems too weak
Copy doesn't address my template issue, I don't want to share my project because I don't know who iny org needs it
Any progress on this feature?
Will a copy function that works eventually be rolled out? By "works" I mean one that copies the task assignments.
The UI is so punishing for assigning resources that our admins are begging us to drop use of the product. The task assignment process invokes a mandatory drop-down so there is no ability to just type in a resource name or cut and paste names - you have to use multiple mouse clicks; the drop-down doesn't clear when enter is pressed - you have to press escape; the rendering position changes on the screen constantly and then there are frequent "Unable to assign resource errors" with details of "Correlation Error [GUID]". The process of assigning resources on a copied project of 100 tasks is a mind-numbing 30-40 minutes of work. It should be 0 minutes.
The copy feature doesn't copy the full content of the project as far as we can tell. It copies the task names but, in our case anyway, fails to copy over the Group the project is assigned to so all the resources get stripped. Sigh ....
Matthew Maycock commented
How do we copy a project in project web app? I cant seem to see how to do it?
Tamara Frey commented
As already stated - as long as the "template" project can be altered by everyone it is not a real template as it can not be guaranteed that it is still correct. And as I don't have any versioning I don't even notice it.
It would help, however, if I could select a reference project to be used as template (or copy) on project creation and make this functionality available for the connectors as well.
Trutz-Sebastian Stephani commented
Templates are still needed because with the current security model anyone needs to be part of the o365 group that hosts the original template and can therefore alter it
The Copy Project feature would be very useful - has this been progressed?
Since you have announced that you are creating a copy function rather than a template, I hope that the copy function will be available outside of the project for the web UI. I would also hope that it will be available as a function through a standard Power Automate connector such that it can be called from elsewhere.
Having to open a project and then select copy would not be an acceptable solution. From a user perspective that is too many clicks. At a minimum the user should be able to go to project home, find a project, select it and then create it from there as part of the menu. For an example see the attached file.
Without templates, tasks in the planner have to be created regularly and in a time-consuming manner. This is also unsatisfactory for employees. If at least the tasks (without time constraints and user links and flows) were available as a template, that would help a lot.
Why not just unlock the Project Task entity and let us create our own tasks with parent tasks etc.
Creating project with a generic WBS, very important if this is to become a solution for real project management in the enterprise space
A Copy Project Would be great as long as it can be triggered on the project create action from both the interface or using CDS/connectors, possibly use a reference to the GUID of the the project to copy.
It would be nice to have this feature for project opens, or to append an existing one from a template. Having this would allow a project to naturally evolve as it changes phase, minimize clutter during the project life cycle, and allow flexibility for larger projects.
I can see having multiple templates available for project type or phase that can be appended to the project as needed. Basically using templates as building blocks.
As for task assignment, having ghost roles would be the best case with using templates. Opening up another conversation about resources here, but those ghost roles could be assigned to group members after the project is created and avoids adding members to a project that were from an existing project (an scenario if you were to use copy project I expect).
Having a dashboard for resource roles and group members would be ideal to "batch" assign by role, but that's getting away from this topic...
I agree whatever you can get done quicker would be best (CDS, Copy Project or Templates). This is a main reason why our organization hasn't implemented P4W.