Project template configuration

concept brazil Updated Sep 10, 2026 2 min read c_ProjectTemplateConfiguration.md
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The Project Template Configuration list defines the items that are included in a template.

Navigate to All > Project Administration > Settings > Template Config to display the Project Template Configuration list. Each item in this list has:

  • A defined parent table. The exception is pm_project, which is the root or top-level object in the template.
  • A link element. A field that links the parent table and the child table.
  • A list of fields to include in the template. The fields defined in this column are the fields that are copied to a project template.

The Project Template Configuration list contains three default template configuration items: project, project task, and project subtask. You can modify these default items or create additional items from this list.

Item Definition Parent Link Element
pm_project Project object None. This object does not have a parent because it is the root level. None. This object does not have a link element because it is at the root level.
pm_project_task Project task object pm_project Parent. Because this task object is one level below the root level, it uses the parent table as a link element.
pm_project_task Project subtask object pm_project_task Parent. Because this subtask object is two levels below the root level, it uses the parent table as a link element.

Select an item in the Project Template Configuration list to open the project Template Configuration form. For more information, see Project template configuration form.

[Omitted image "ProjectTemplateConfigForm.png"] Alt text: Project Template Configuration form

Parent Topic:Applying templates to projects

Related topics

Create a project template

Add an attachment to a project template

Apply a template on the Project form

Apply template to an existing project

Apply template to a blank project in project workspace

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