Primavera P6 8.

2 Web
JI-82.2205 Creating a Project From a Template in P6 Web 8.2
1. OVERVIEW
1.1 Creating a Project From a Template
This job instruction provides instructions on how to create a new project from an
existing project template in Oracle Primavera P6 8.2 Web. Project templates have
been created to quickly assist users in the creation of new projects. Templates
include common WBS, activities, codes and settings required for various types of
projects throughout the state. Both global (state-wide) and regional templates
have been created and are stored in the LIBRARY Activity Library EPS nodes.
Note however, the security privileges needed to view, create, and modify
templates, as well as create new projects using templates, are set at the global
level. If you do not have sufficient access rights to create a project, or you would
like to add an additional template or suggest a modification to an existing
template, please contact your Regional Administrator.

2.1 Creating a New Project from a Template

The examples below demonstrate how to create a new project from a regional
project template.
1. In P6 Web Click Projects on the Navigation Bar.
2. On the Projects navigation bar, click EPS.
3. Click the Actions drop down menu, select Close All. If Close All is
grayed out you do not have a project open and you can move on to Step
#4.
4. On the EPS page select the EPS node where you would like your new
project to reside.
5. Click the Actions drop down menu, select Add and then Add Project.
6. In the Add Project dialog box, click the General tab.
7. On the General tab:
a. Type in your Project ID, Project Name, Confirm the EPS node is correct,
select the appropriate Responsible Manager, and confirm your Planned
Start Date.
b. In the Copy from existing project or template field, click the Project
Tree Icon
at the end of the field.
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c. Click the Filter drop down arrow
and select Templates to open the
list of EPS nodes and Templates you can choose to create your new
project.
d. Open the LIBRARY Activity Library EPS node and select the
Template you wish to use to create your new project and click OK.
e. On the Advanced tab you can tailor the information you are bringing in
from the Template project. Single click the checkbox to select or deselect
the information.
f. Click Create.

How To Create A Template Project With A Standardized WBS

Structure In P6 Project Management (Client)
When you need to create a new project in the future, rather than creating a
new project you can copy and paste the Template project.
1.
Go to the Activity Library EPS node and locate the template you would
like to copy. Right click on the template and choose Copy.
2.
Right click on the grouping band where you want to paste the project
(usually this would be an EPS node) and choose Paste.
3. Select which Project elements you'd like to copy across:

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4. Click OK.
5. Rename the new project. Make sure to update the Project ID and Project
Name.

8. Ensure all options are selected and click OK when prompted with each
of three Copy Project Options dialog boxes.
9. Select (highlight) the newly pasted project, right-click and select Open
Project. This will ensure that only this project is currently open.
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JI-82.2205 Creating a Project From a Template in P6 Web 8.2
10.
Double-click in the Project ID field and replace the template ID with
the project PIN.
11.
Double-click in the Project Name field and replace the template Name
with the project name. The following naming convention should be used:
<PIN> <Project Name>
8012345 ROUTE 9 INTERSECTION WITH JANE STREET

2.2 Assign Project Codes and Settings

1. Navigate to View, Layout, Open.

2. Click No if prompted to save changes to the current layout.

3. In the Open a Layout dialog box, select the Global layout Assign Project
Codes and Settings.
4. Click Open.

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5. Click on the General tab in the project details at the bottom of the
screen.
6. Change the Project Status field in the General Tab of the Project details at
the bottom of the page from What-if or Inactive to Active.

7. Click on the Dates tab in the project details at the bottom of the screen.
8. Adjust the Planned Start date so it represents and appropriate (estimated)
planned start date for the project.

9. Click on the Codes tab in the project details at the bottom of the screen.
10.
Adjust the Planned Start date so it represents and appropriate
(estimated) planned start date for the project.
11.
Assign values for each of the codes listed by clicking on the green
plus button labeled Assign.

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NOTE:

Refer to the PPM Configuration Document for a complete list of

available project codes and definitions.
Add information about updating UDFs
Review additional information about baselining the project

End of Instruction

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