Create Workspace from Template

You can create a new workspace based on a workspace template. The procedure corresponds to copying a project.

First, you must be logged in as a system administrator or system manager if you want to create a workspace at the highest hierarchy level. You can create subspaces or sub-projects for workspaces for which you have workspace administrator rights.

  • To create a new project from a project template, alternatively

  • Go to Perspective Task Management > Task Navigator and click on the desired project template under “Workspace Templates”. Use the context menu (right-click) to create a new workspace or sub-workspace.

  • Go to Perspective Project Management > Task Navigator and click on the desired project template under “Workspace Templates” on the far left. Use the context menu (right-click) to create a new workspace or sub-workspace.

  • Go to Perspective Management > Templates > Workspace Templates. Select a template and click the “Create new workspace from template” button.

  • Give the new workspace a new name.

  • Optionally, select a parent workspace under which the newly copied workspace will be created. Alternatively, and also optionally, select the “Copy as sibling range” checkbox. In this case, the newly copied workspace will have the same parent workspace as the original workspace and the copied workspace is hierarchically next to the original workspace.

  • Optionally, you can select all open items (based on the type flag of the item states, see ref:manageItemStatus) into the new workspace. You can automatically create a link between the original item and the copied item.

  • Choose whether to copy attachments and any links between the copied items.

  • Choose whether you want to copy role assignments and workspace-specific cockpit configurations along.

  • Click the Create Workspace button.

Your project template or workspace template has been copied to a new workspace. You can now, if required, select all new items in the Task Management perspective, and then use the “Quantity Processing” action to move the earliest start date to a new date (option “Earliest date on”). In doing so, you can also update the finish dates accordingly.