Project Template
Overview
Project Template – Business Overview
Project Template is a planning tool used to standardize how projects are set up and executed across the organization. It allows businesses to define a reusable structure for common types of projects, ensuring consistency, efficiency, and better control over timelines and responsibilities.
Purpose in Business Operations
Project Template is used to:
- Create a predefined structure for recurring or similar projects
- Ensure all necessary steps, tasks, or phases are consistently included
- Reduce manual effort and planning time when starting new projects
- Promote best practices and standardized delivery across teams
Instead of starting every project from scratch, teams can rely on an approved Project Template to quickly launch new projects with confidence.
Prerequisites and Setup Requirements
Before using Project Template effectively, the business should: - Clearly understand its common project types (for example: client onboarding, internal initiatives, implementation projects) - Define standard phases, milestones, or activities that repeat across these projects - Align internal stakeholders on how projects should be structured and executed - Ensure project owners or managers are identified to use and maintain templates
Having clarity on project goals and repeatable processes is essential for meaningful templates.
Typical Workflow and Business Process Fit
Template Creation
A Project Template is created to represent a standard project structure, including its overall purpose and high-level setup.Project Initiation
When a new project is required, the Project Template is selected instead of building the project manually.Project Execution
The new project follows the predefined structure, helping teams stay aligned on scope, sequencing, and expectations.Continuous Improvement
As the business evolves, Project Templates can be refined to reflect improved processes or lessons learned.
This approach supports faster project initiation and more predictable outcomes.
Key Business Scenarios Where Project Template Is Essential
- Client-based service delivery where similar projects are repeated for different customers
- Internal process rollouts such as system upgrades, audits, or compliance initiatives
- Standard implementation projects with defined phases and responsibilities
- Scaling operations, where consistency across multiple teams or locations is critical
In these scenarios, Project Template ensures uniformity and reduces dependency on individual planning styles.
Important Considerations for Users
- Project Templates should reflect real, proven workflows—not idealized or outdated processes
- Keep templates simple and focused on what is truly repeatable
- Review and update templates periodically to stay aligned with business changes
- Use clear naming and descriptions so users can easily choose the correct template
- Treat Project Templates as a governance tool that supports quality and consistency
In summary, Project Template helps businesses standardize project execution, save time, reduce errors, and ensure consistent delivery by turning proven project structures into reusable business assets within Dafater.
Basic Information
- Module: Projects
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| project_type | Project Type | Link | Project Type | Defines category to standardize Dafater project planning and reporting | |
| tasks | Tasks | Table | ✓ | Project Template Task | Predefined task list applied when creating projects in Dafater |
Child Tables
Tasks (Project Template Task)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| task | Task | Link | ✓ | Task | Linked Dafater task defining standard work for this project template |
| subject | Subject | Read Only | - | Read-only task subject displayed for quick identification |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Project | Linked from | Projects |
| Project Type | Links to | Projects |