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I want to create a Standardized Company-Managed Business Project Template

Dave Blazek

I want to create a Customized and standardized business project template that all the PM's in our PMO can select that has standardized drop downs for each of the fields we choose. I would like them to be able to choose this template and start filling in tasks as well as the other fields we choose.

I have searched for articles for how to do this and can only find information on switching between Team and Company managed projects. Assume I am eligible for the needed permissions/access level.

Thank you.

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Nikola Perisic

Welcome to the community @Dave Blazek !

In Jira, when choosing the templates, there isn't a way to create a custom template. SInce you are looking for the business project, the Work management project template list would be the best choice for you. When it comes to permissions, by default all users in JIra instance are available to create team-managed projects, unless this has been modified. When it comes to company-managed, only Jira administrators (users who have the Administer jira global permission) can create these types of projects.

Choosing between these two depends on your team performance. If you have a smaller team, where you or someone else from the team can manage the whole project - team-managed projects are the best. They can only have one board and have limited configurations.

Company-managed can have multiple boards from different projects, they can share configurations from different projects (careful here) and have more customization options.

Trudy P Claspill

Hello @Dave Blazek

Welcome to the Atlassian community.

What all do you want to have in your "template"? Would it be just configuration information, like issue types, workflows, issue screens, fields, and field selection lists? Or are you wanting to have a predefined set of issues also?

For Company Managed projects it is possible to set up a "dummy" empty project and create all the customizations to the configurations. The next time you create a new Company Managed project the Jira Administrator can elect to "share settings" with the dummy project. In that manner, the new project will use all the same configuration schemes as the dummy project.

Note that in this case the new project and the dummy project truly share the configuration schemes. Any change to the schemes affects both the dummy and new project(s) that share the schemes. This is not creating a copy of the schemes for the new project.

This can cover most of the configuration you would need for a Business project. There are a few things that would not be included.

It would not include copying the users granted roles in the dummy project. It would not include values specified for the Category field (a special field in Business projects) as those are project specific values.

It would not include any predefined issues, as those are not part of the "configuration" of a project.

This option is available only for Company Managed projects, and such projects can be created only by Jira Administrators if you use only native functionality.

If you are open to using third party apps there could be some additional functionality available, such as methods to give non-Jira Admins a way to create new projects based on a template configuration set, or a method to Clone an existing project's configuration and predefined issues.

Allen Chen_x2mk3d

Hello @Trudy P Claspill

After creating the Project A using shared settings with a dummy project, is there a way to not change the dummy project settings after making changes to Project A. I would like to reuse this dummy project to create other projects.

Thanks.

Trudy P Claspill

@Allen Chen

You would have to make copies of all the schemes used by the dummy project, and associate those to Project A. Then make changes to those new copies.

Trudy P Claspill

@Dave Blazek

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