Save a project as a template

When a project's structure has worked well, save it as a template. The next rollout starts from your own phases, criteria, tasks and checklists.

Save a template

1. Open the project.
2. Choose to save it as a template.
3. Give the template a name.

Owners and Editors can save templates. The template belongs to the workspace, so other Owners and Editors can use it too. A workspace can hold up to 50 saved templates.

What is kept

• Phases and their exit criteria.
• Tasks, with their workstream, team and phase.
• Process maps, with their steps, pain points and gaps.
• Readiness checklist items and their points.
• Payroll runs, without results.
• Business case cost lines and options, with their figures.

What is cleared

• Every ticked exit criterion, along with who ticked it and when.
• Task statuses, which all go back to To do, and task owners.
• All issues.
• Links between gaps and tasks.
• Ticked readiness items.
• Payroll run results.
• The sponsor decision, which goes back to Pending.

Check the business case figures and process steps before you save. They carry over as they are.

Start a project from a saved template

1. Start a new project in the workspace.
2. Choose your saved template from the template list.
3. Set the go-live date.

HRjects moves the phase dates and task due dates so the project starts today and ends on the new go-live date, keeping the same proportions as the original.

Delete a saved template

Owners and Editors can delete a saved template. Projects already created from it are not affected.

Ideas for templates

• A consultancy's standard rollout for a particular HR system.
• A regional wave you will repeat in each country.
• A yearly event such as open enrollment or a compensation cycle.