Project Template
A Project Template in ERPNext is a predefined sequence of tasks arranged in a stipulated schedule. It is designed to standardize project execution by defining a reusable structure that can be applied to similar types of projects.
These templates help organizations maintain consistency in project planning by automatically generating a predefined set of tasks whenever a new project is created using the template.
Project Templates reduce manual effort in project setup and ensure that every project of a similar type follows a consistent workflow, timeline, and task structure.
Accessing Project Template
To access Project Template in ERPNext, navigate through the following path:
Home > Projects > Projects > Project Template
How to Create a New Project Template
Follow the steps below to create a new Project Template in ERPNext:
- Go to the Project Template list and click on New.
- Fill in the required details as described below.
Template Details
- Project Template Name
This is the title of the template and represents the type of workflow it defines. - Project Type
Defines the category under which the template falls, such as Internal or External projects. This helps in organizing templates based on business use cases. - Tasks
Each template contains a predefined sequence of tasks. Users can select and arrange tasks in the order they should be executed within a project.
Project Templates ensure repeatable and structured project execution by automatically generating standardized task flows for new projects, improving efficiency and reducing setup time.
