Start every project on the right foot.
Create projects with their methodology, dates, manager, team and budget. A guided setup builds the structure and starter tasks in one flow, and templates let you reuse what already works.
- Agile or Waterfall
- Guided setup
- Reusable templates
What you can do with Projects & Templates.
Set up Agile or Waterfall projects with guided setup and reusable templates.
Project register
Every project with its code, methodology, type, status, priority, health, dates, manager, team, budget and billing type.
Agile or Waterfall
Run projects with epics and sprints, or with phases and milestones.
Guided setup
A four-step flow creates the project, its structure and its starter tasks, then lets you review them.
Project templates
Capture an existing project as a blueprint of tasks and milestones with relative dates.
New from a template
Stamp out a new project anchored to any start date, without rebuilding the plan.
Search, sort & export
Search and sort the project list, and show the entries you need.
A consistent start, project after project.
When every project begins with the same details and a proven structure, teams spend less time setting up and managers can compare projects fairly.
- Status, priority and health on every project
- Budget and billing type recorded from the start
- Relative dates in templates, so plans shift to any start date
- Manager and team clear from day one
Projects & Templates, step by step.
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1
Choose how to start
Use a new project, guided setup or a template.
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2
Add the details
Set the methodology, dates, manager and team.
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3
Build the structure
Add phases or sprints, and starter tasks.
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4
Reuse what works
Capture a finished project as a template.
Projects & Templates questions, answered.
Does Inai Momentum support both Agile and Waterfall?
Yes. Choose Agile with epics and sprints, or Waterfall with phases and milestones, when you create a project.
What does guided setup do?
It takes you through four steps: project, structure, tasks and review, so a new project is ready to work on.
How do project templates work?
Capture an existing project as a template. Its tasks and milestones keep relative dates, so a new project can start on any date.
Explore other Momentum modules.
Plans, tasks, issues, time and reports all work from the same project data.
See Projects & Templates in action.
Book a free Momentum demo and we will walk you through projects & templates using scenarios from your business.