Create Projects from Templates

This guide explains how to start a new project in Authorium using an existing Project Template. Creating projects from templates ensures a consistent workflow and speeds up project initiation. Projects inherit documents, workflows, and structure from their parent template.

When to Create a Project from a Template

You should create a new project from a template when you need to:

• Ensure consistency across projects by using a predefined workflow and structure.
• Save time by reusing standard documents and configurations.
• Launch projects that follow the same business rules and approval processes.

To Create a Project from a Template

1. From the Dashboard, go to the Projects drop-down from the sidebar.
2. Select the Project Type.
   Note

   The project type you select determines which document templates will be available in later stages.

   Current project types include:
   – Bill Analysis
   – Direct Contact Request
   – Solicitation
   – Solicitation Request
3. Click Add Project.

4. Enter the Project Name.
   Note

   Give your project the specific name using the nomenclature determined by your organization. For example, Non-IT RFO CMAS: Training Materials
5. Assign a Project Number according to your internal numbering system.
6. From the drop-down, select the Project Template you want to use.
   Note

   If you do not see your template, it may still need to be published, or it could belong to a different project type.

7. Add a Description or Purpose to help team members identify the project quickly.
8. Optionally, assign a Project Owner (defaults to the user creating the project).
9. Choose whether you need stage-specific controls on project member permissions.
   • For details, see Manage Project Members.
10. Click Save to create your project.

See Also

To complement your knowledge of this process, check the following pages:

• Create a New Project Template
• Publish and Update Project Templates
• Manage Project Roles and Members