Anyone with the Project Management role or higher can create a project template. We strongly recommend that you do not create more project templates than your organization needs. Your team should collaborate and create project templates that fulfill specific use cases to create new projects. If a specific project needs minor adjustments to settings, they can be made after the project is created, rather than creating a whole new template to support that minor use case. If everyone on your team creates their own project templates without any planning, it will greatly reduce their effectiveness.
Creating your Project Template
Open the Create Project Template dialog
Select the Template menu in the sidebar.
Choose “Project Template.”
Select the Add icon to create a new project template.
Project Template Settings
These settings are specific to the Project template object and do not affect the actual project.
Template Name – This is a required field.
Description – Give the project template a description to help users decide which project template they should use.
Project Template Owners – Users with permission to view, use, copy, edit, delete, and control who has access to the template.
Shared Users - Users with permission to view, use, and copy the template.
Workflow Template – This is a required field. The workflow template you select here will be copied to the new project as a project workflow.
Quality Program – Used by reviewers to evaluate translation quality.
Project owners – These users and teams will be the project owners of projects created from this template. You can choose to notify these users whenever a new project is created.
Shared users – These users and teams will be the project shared users of projects created from this template. You can choose to notify these users whenever a new project is created.