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Create Project from template

  • June 7, 2025
  • 1 reply
  • 55 views

Hi, 

 

How can I create a project from template (another project) with tasks using SOAP or REST API?

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1 reply

partha.saha
Planview Falcons
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  • Planview Falcons
  • July 31, 2025

@glealroda Hi, 

To create a project in Planview Portfolios from a template using the REST API, you can utilize the new POST API available on the Project endpoint. This API allows you to create new projects, including any core or additional attributes for that project.  

For API documentation and execution, you can refer to this link - Create Project Rest API

and 

https://success.planview.com/Planview_Portfolios/Connectors/Planview_Portfolios_and_ProjectPlace_Connector/005_Getting_Started