When to create another template

In general, you should create a new template if the information (fields, workflow, metrics, and so on) you must capture about a type of plan, program, project, or invoice is significantly different or unique as compared to other sets of information in existing plans, programs, projects, or invoices.

The fields of information to capture may be different from a descriptive perspective or you may want to capture different fields of information for tracking purposes. In one project type you capture specific metrics, a specific “best-practice workflow,” or a specific type of reference material and deliverable attached to the project. In another type of project one or many of these may be different.

You can also choose to use different project templates for variations of a marketing program. For example, you might have the following:

a project for a routine monthly direct mailing

a project for a specifically targeted direct marketing program around a new product launch

Each of these can have its own project template.