Require Users to only create new Projects from a template | Community
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New Participant
September 19, 2017
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Require Users to only create new Projects from a template

  • September 19, 2017
  • 22 replies
  • 2918 views

We use templates to provide our security & project standards (including milestone, approval paths, etc...). We even have a blank template (no tasks) so that if current templates don't apply, a new project still has our basic standards.

But, a user with the rights to create a project still can create a project without a template - which then does not follow our standards.

We'd like the ability to prohibit users from creating a project without using a template.

22 replies

MoniqueEvans
New Participant
January 17, 2020

I ran into a huge need for this. I want my Brand team to be able to create projects for themselves when things are still in the planning phase but not to make projects for anyone else, those should be submitted as a request. Unfortunately in Workfront you cannot say create projects but only in this scenario so my users are going rogue. I also don't want to turn off the make assignments capability since they should be able to assign themselves and teammates to things.

New Participant
July 18, 2019

Could also use this functionality for the same reasons as the submitter. We want people to follow process and always use a template, but some may accidentally or intentionally "cheat" by not using a template.

New Participant
April 24, 2019

We DEFINITELY need this feature and we would also like to be able to control which templates appear in the New Project From Template list. We have a few base templates users should use, but then we have creative workflow templates that they need access to, but don't use to create a project from. This makes the list they see very lengthy and I would them to only see the base templates. Additionally, we find the window of the list of templates is very small and not a good UI experience which could easily be improved if the window was bigger and easier to navigate.

New Participant
April 11, 2019

Thank you for submitting the idea and explaining the need behind it!

We do understand the benefit this will bring but we won't be able to consider this for at least the upcoming year, so I will mark this unplanned for now. Feel free to continue up voting and providing your use cases as we might revisit this in the future.

New Participant
March 8, 2019

+1 this is a great idea.

paulzoom
New Participant
March 7, 2019

Would like to see this feature as well.

MarieKe1Author
New Participant
February 28, 2019

I like all the ideas/comments that have been added. Thanks!

New Participant
February 27, 2019

It should be tied to access level - so admins (for example) can create projects new or from templates, but planners can only use templates.

New Participant
November 14, 2018

Great idea! Upvoted

New Participant
February 12, 2018

Absolutely agree with this one. Either hide the "Create new project" button using the layout template functionality OR better still, SPLIT the current "Projects -> Create" permission level (see screenshot) so that the following can be defined separately:

"Projects -> MANUALLY Create"

and

"Projects -> Convert from Request"