How to Create a Site Template

With EPM Live you have the ability to create your own site templates.  This allows you to use the templates you created as templates for future sites.  You must be a site Administrator in order to complete the following steps.

1.  Create and edit the site that you want to become your new template.

2.  Click the “Site Actions” button and chose the “Site Settings” option. 

3.  Click “Save site as template” in the “Look and Feel” section.

4.  Enter in the file name (Calendar View for demo purposes) and template name.  The template description is optional.  Check the “Include Content” box if you wish to include any content that you have added to the site.  Click “OK“ 

Note:  Templates are saved into the top level site template gallery.  Once a site is saved as a template it will show up in the list of templates to choose from the next time you create a site.  See the “Create a Project Workspace” in the Site Collection Administrator section of the help for information on how to create a site.