Project
1. Introduction of Sanplex features
1.1. Core Management Framework
1.1.1 Program
1.1.2 Project
1.1.3 Product
1.1.4 Execution
1.1.5 Management Models
1.2. Dashboard
1.2.1 Getting Started with Tutorials
1.2.2 Quick Add
1.2.3 Notification Center
1.2.4 Effort Tracking
1.2.5 Dashboard - Project and Execution
1.2.6 Dashboard - My Work, Contribution, and Recents
1.2.7 Dashboard - Approval
1.2.8 Contacts
1.3. Program
1.3.1 Program List
1.3.2 Program Kanban
1.3.3 Create Program
1.3.4 Create Sub-Programs
1.3.5 Project Charter Management
1.4. Product
1.4.1 Create Product
1.4.2 Manage Modules
1.4.3 Multi-Branch and Multi-Platform Management
1.4.4 Manage Plans
1.4.5 Manage Requirements
1.4.6 Requirement Reviews
1.4.7 Requirement Status and Phase
1.4.8 Create Releases
1.4.9 Track Progress
1.4.10 Business Requirements and Multi-Level Requirements
1.5. Project
1.5.1 Scrum Project
1.5.2. Waterfall Project
1.5.2.1 Manage Project Phases
1.5.2.2 Project Design
1.5.2.3 Project Matrix
1.5.2.4 Project Reports and Earned Value Management
1.5.2.5 Project Baselines
1.5.2.6 Project Change
1.5.3. Kanban Project
1.5.3.1 Set Up Kanban Projects
1.5.3.2 Configure Kanban Boards
1.5.3.3 Use Kanban Boards
1.5.4 Hybrid Agile Project
1.5.5 Hybrid Waterfall Project
1.5.6. Project Settings
1.5.6.1 Project Setup
1.5.6.2 Project Executions
1.5.6.3 Project Requirements
1.5.6.4 Project Builds
1.5.6.5 Project Tests
1.5.6.6 Project Docs
1.5.6.7 Project Releases
1.5.6.8 Project Reports
1.5.6.9 Project Risks
1.5.6.10 Project Issues
1.5.6.11 Project Opportunities
1.5.6.12 Project Deliverables
1.5.6.13 Project Reviews
1.5.6.14 Project Process
1.5.6.15 Deliverables
1.5.6.16 Project-specific Workflow Management
1.5.7 Project Templates
1.6. Admin Settings
1.7. Workflow

Project Templates

2026-03-29 18:46:08
Sanplex Content
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Last edited by Jing WANG on 2026-09-13 16:27:36
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Summary: Learn how to create, configure, manage, disable, delete, and reuse project templates to create projects with a consistent structure and setup.

Catalog

Feature Overview

Project Templates help teams create projects more efficiently by reusing an existing project structure and configuration. A template can preserve project setup and stage information so teams can apply a consistent structure when creating similar projects.

Templates can be created from existing projects, maintained independently, and selected when creating new projects.

Use Cases

  • Standardize project delivery
    Reuse a consistent project structure for projects that follow similar workflows and delivery practices.
  • Reduce project setup effort
    Create new projects from an existing template instead of configuring the project structure from scratch.
  • Capture reusable project structures
    Convert an established project setup into a reusable template for future projects.
  • Support recurring project scenarios
    Use templates for projects that repeatedly follow the same stages, executions, or delivery structure.

1. Create a Project Template

Go to Project > Template.

Click Create Template in the upper-right corner.

Template page showing an empty template list and the Create Template button in the upper-right corner.

On the Create Template page, select the source project and complete the template information.

The page includes fields such as:

  • Select Project
  • Management Type
  • Project Workflow
  • Budget
  • Template Name
  • Manager
  • Description

Click Save to continue.

Create Template page showing the source project, management type, project workflow, budget, template name, manager, and description fields.

Next, complete the stage information to be copied into the template. Depending on the source project, the copied structure can include phases, executions, and Kanban items.

For each item, you can review information such as the Name, Manager, Type, Access Control, and Milestone setting.

Click Complete Copy to finish creating the template.

Complete Stage Information page showing phase, execution, and Kanban items with their names, managers, types, access control settings, and milestone options.

2. Manage a Project Template

Click the template name to open the template workspace.

The current template workspace provides dedicated pages for:

  • Phase
  • Document
  • Process
  • QA
  • Settings

On the Phase page, you can view and maintain the stage structure copied into the template, including phases, executions, and Kanban items.

Project template Phase page showing copied phases, an execution, and a Kanban item with their managers, planned dates, statuses, and available actions.

You can also configure who can use and edit the template.

Template access can be set to:

  • Public: Authorized users can view and use the template.
  • Private: Only the creator and whitelist users can edit and use the template.

Project template access control dialog showing Public and Private options for controlling who can view, edit, and use the template.

3. Disable or Delete a Project Template

From the Actions column on the Template page, you can disable a template that is currently in use.

A disabled template is no longer available for selection when creating projects from templates.

Template list showing the Disable Template action for a project template that is currently in use.

You can also use Delete Template from the Actions column to remove a template that is no longer needed.

Template list showing the Delete Template action for a project template.

4. Use a Project Template

Click Create Project from the Project List page.

In the Select management type dialog, open the Template tab and select an available project template.

Select management type dialog with the Template tab selected and an available Waterfall+ project template displayed.

The selected template is then applied to the Create Project form. Template-related project information, including the project workflow and other project settings, is loaded into the form.

Review the information, complete the required fields, and continue creating the project.

Create Project page populated from a Waterfall+ project template, showing the project workflow, project name, manager, planned duration, linked product, budget, and other project fields.

5. Data Included in Project Templates

Based on the current template workflow, project templates can preserve and organize project information such as:

  • Project setup information, including the project workflow, management type, manager, budget, and description
  • Stage information, including phases, executions, and Kanban items
  • Stage managers, types, access control settings, and milestone settings
  • Documents
  • Process configuration
  • Quality Assurance configuration
  • Template settings

These reusable settings provide a structured starting point when creating projects from a template.

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