This article provides an overview of OnePlan work plan templates.
Video Length - 00:54
In general, a template is anything that determines or serves as a pattern. In OnePlan, you can save the structure of a work plan to use when creating other new work plans. This is especially helpful if your projects generally follow a similar path, and thus require a standard work plan structure.
Plan templates can be used across all work types.
Plan templates can only be saved and imported from the Schedule work type view. When you save a template from the Schedule work type view, all work type items in all work types in the plan will be saved. Timesheet data and resources will not be saved.
There do not need to be any items in the Schedule work type to save a new template.