Menu
Project Templates are a way to make it easier to create new projects, by using a template created from an existing project. Templates can be created for different types of projects, and you can optionally apply labor assignments, financial assignment, and phases and milestones from the template.
To create or apply project templates, click the “hamburger” icon (with 3 horizontal lines) on any project’s Project Workspace, and you’ll be presented with the following dialog. Notice at the bottom, in the Actions section, there are options for Create Template and Apply Template.
(Note: See Project Workspace Overview for information on accessing the Project Workspace)
When you click “Create Template” from the Actions section, you will be presented with the following dialog. The example below has been filled in.
When you click Create, a template will be created with all the information about the project, including attributes, labor assignments, financials, phases and milestones, and any project schedule data.
You will get the following notification:
Once the template is created, a completion notification will appear in the bottom right of your screen:
When you apply this template to another project (new or existing), you will get a choice as to which segments of data you wish to apply.
To apply a template, go to another project’s Project Workspace (either a new or existing project), and click the “hamburger” icon. When you click “Apply Template” from the Actions section, you will be presented with the following dialog. Click the search button (magnifying glass) to search for existing templates. Note in the screenshot below, the template we just created is there.
There are several parameters used in applying a template, as seen in the above dialog.
