How to Create Your Own Project Templates

Starting from Visual Paradigm version 17.0 you can define your own project template, and make it available for your team to create new project. In this article you will learn how to create project template for your team.

Prerequisite

  • You are your team must using either VP Online or Teamwork Server as your project repository.
  • Both VP Desktop Client and VP Online/Teamwork Server need to be in same version, and in version 17.0 or above.

Create Project Template

First thing you need to do is define your project structure, including containers and diagrams. You can even define default model elements in your project.

Define project structure
Define project structure

When finish, go to Project > Export > XML to export your project into Visual Paradigm XML format.

Export project into XML
Export project into XML

Upload Project Template

Now you can upload the XML file to repository as project template.

  1. Login to VP Online/Teamwork Server as user who got Manage projects template permission.
  2. Select Project Template under Management list.
    Select Project Template under Management list
    Select Project Template under Management list
  3. Press Upload button to upload the project XML file.
    Upload XML
    Upload XML
  4. Specify the Name as well as Description of your template.
    Specify template details
    Specify template details

Create New Project from Template

Once templates ready in your repository, user on VP Client application can create project from your template. To create project from template:

  1. Go to Team > Select Repository > Existing Registered User and login to your repository. * If your workspace already configured the connection then it will automatically login for you when application starts.
  2. Go to Project > New.
    Create new project
    Create new project
  3. Select from Template.
    Select create project from template
    Select create project from template
  4. Select the template from the list.
  5. Press Create from Template to create new project.

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