What this does

Explains current project template functionality in IMPACT Web. Project templates are exposed as Playbooks: reusable project structures with tasks, milestones, teams, risks, and related planning data.

Current access and functionality

Verified against the current impact-web, impact-client, and impact-marketplace code on 2026-05-07.
In impact-web, project templates are listed and edited under /playbook and related playbook detail routes.
Project and playbook access depends on workspace role, project role, selected workspace, feature flags, and entitlement checks.
Project creation and management are available to company admins, owners, project coordinators, and project managers according to the permission matrix.
Marketplace project/playbook purchases create marketplace inventory/template access; importing them into a workspace happens through IMPACT Web import flows.

Before you start

You need an active workspace.
You need permission to create or manage projects/playbooks in that workspace.
For marketplace templates, acquire the template in impact-marketplace first so it appears in inventory/My Templates.

Steps

Opening playbooks

Open Playbooks from the sidebar when available.
Select a playbook from the list.
Review the playbook summary, tasks, milestones, teams, risks, documents, and other tabs.
Edit allowed sections if you have management access.

Creating a project from a playbook or template

Start project creation from the Projects area.
Choose the marketplace/playbook/template import option when available.
Select the target workspace and source template.
Review the generated structure before confirming.
Create the project and adjust assignments, dates, teams, and risks for the real project.

Importing a marketplace project template

Purchase or acquire the project template in impact-marketplace.
In impact-web, open a project/playbook import action.
Select the purchased template, version, and target workspace.
Confirm import. The imported project/playbook is a copy that can be customised.

Common issues

Issue: Playbooks are missing from the sidebar. Fix: Check workspace role, selected workspace, feature flags, and entitlement.
Issue: A user can view a playbook but cannot edit it. Fix: Editing requires project/template management permission.
Issue: A marketplace project template is not available to import. Fix: Confirm it is purchased under the same account and the destination workspace is active.

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Topics

How to use project templates and playbooks