{"id":34037,"date":"2017-05-19T23:04:42","date_gmt":"2017-05-20T06:04:42","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/34037\/how-to-create-a-project-using-project-template-via-web\/"},"modified":"2019-03-01T04:14:33","modified_gmt":"2019-03-01T12:14:33","slug":"how-to-create-a-project-using-project-template-in-topteam-web","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/34037\/how-to-create-a-project-using-project-template-in-topteam-web\/","title":{"rendered":"How to create a Project using Project Template (TopTeam Web)"},"content":{"rendered":"<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p><i>Create New Project Wizard <\/i>helps you in creating a project using an existing <i>Project Template. Project Templates<\/i> are specific to a TopTeam Project and are tailor made for that specific project&#8217;s requirements such as Record Types to be included in it, etc.<\/p>\n<p>When you create a root project or create a child project from an existing <i>Project Template,<\/i> the project can then be used as-is or can be customized further to suit your specific needs.<\/p>\n<p>This article explains the steps for creating a project from an existing <i>Project Template.<\/i><\/p>\n<p>You can also create a Project using <i>TopTeam Desktop App<\/i>. For more information, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/4448\/using-create-project-wizard\/\" target=\"_blank\" rel=\"noopener\">Using Create Project Wizard<\/a>.<\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Project Admins<\/li>\n<li>TopTeam Users<\/li>\n<li>TopTeam Administrators<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 1. Go to Repository Explorer and click New Project using Wizard<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34817-media_1486466997185-3-1-2.png\" alt=\"wpid34817-media_1486466997185-3-1-2.png\" width=\"631\" height=\"500\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2. Create New Project Wizard opens, choose the option to create a new Project using Project Template<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34820-media_1486534622379-1-1-1.png\" alt=\"wpid34820-media_1486534622379-1-1-1.png\" width=\"800\" height=\"560\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 3. Enter Project Name and Description (optional)<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34823-media_1486535647246-1-1.png\" alt=\"wpid34823-media_1486535647246-1-1.png\" width=\"800\" height=\"632\" \/><\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE<\/strong>: While creating a project, you can choose to create your project as a child project of another project. This step is optional.<\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 4. Select a user as your Project Admin<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34821-media_1486534966110-1-1-1.png\" alt=\"wpid34821-media_1486534966110-1-1-1.png\" width=\"800\" height=\"560\" \/><\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE<\/strong>: By default, <i>TopTeam<\/i> considers the creator of a project as its <i>Project Admin.<\/i><\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 5. Select users to be added as Authors (Internal Users) in your project<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34818-media_1486469285205-2-1-1.png\" alt=\"wpid34818-media_1486469285205-2-1-1.png\" width=\"800\" height=\"560\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 6. Select users to be added as Collaborators (External Users) in your project<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34819-media_1486469517764-1-1-1.png\" alt=\"wpid34819-media_1486469517764-1-1-1.png\" width=\"800\" height=\"560\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 7. View Action Summary and click Create<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34824-media_1486535710109-1-1.png\" alt=\"wpid34824-media_1486535710109-1-1.png\" width=\"800\" height=\"558\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 8. Summary of created Project displays, click Finish to complete the wizard<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34822-media_1486535378354-1-1.png\" alt=\"wpid34822-media_1486535378354-1-1.png\" width=\"800\" height=\"560\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Newly created Project displays in Repository Explorer<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34825-media_1486535758765-1-1.png\" alt=\"wpid34825-media_1486535758765-1-1.png\" width=\"673\" height=\"505\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/33828\/how-to-addremove-record-types-to-a-project-topteam-web\/\" target=\"_blank\" rel=\"noopener\">How to add\/remove Record Types to a Project (TopTeam Web)<\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/33867\/how-to-enforce-turn-on-project-security-topteam-web\/\" target=\"_blank\" rel=\"noopener\">How to enforce (turn ON) Project Security (TopTeam Web)<\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/33882\/how-to-grantrevoke-roles-of-project-team-members-topteam-web\/\" target=\"_blank\" rel=\"noopener\">How to grant\/revoke Roles of Project Team Members (TopTeam Web)<\/a><\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: December 5th, 2018<\/p>\n<\/div>\n<\/div>\n<\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview Create New Project Wizard helps you in creating a project using an existing Project Template. Project Templates are specific to a TopTeam Project and are tailor made for that specific project&#8217;s requirements such as Record Types to be included in it, etc. When you create a root project or create a child project from an existing Project Template, the project can then be used as-is or can be customized further to suit your specific needs. This article explains the steps for creating a project from an existing Project Template. You can also create a Project using TopTeam Desktop App. <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50],"tags":[30,332],"class_list":["post-34037","post","type-post","status-publish","format-standard","hentry","category-topteam-web","tag-project","tag-templates"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-8QZ","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/34037","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=34037"}],"version-history":[{"count":15,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/34037\/revisions"}],"predecessor-version":[{"id":47197,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/34037\/revisions\/47197"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=34037"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=34037"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=34037"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}