How Do I Create Projects From Templates?

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With project templates you can get off to a quick start on projects on which your firm frequently works (for example, restaurants).


If your firm has already created templates, do the following to create a new project from one of them:

  1. Click Projects on the navigation bar.
  2. Select Find from the Action drop-down list on the toolbar.
  3. On the Project Search Request screen, select Template from the Project Status drop-down list.
  4. Click Search.
  5. Select the template to be used to create the new project.
  6. Select Duplicate from the Action drop-down list on the toolbar.
  7. Click OK to confirm the project number.
  8. On the Details tab, edit the project name and change the project status to Active.
  9. Enter a project address and click Save.
  10. Reassign the Billing client and assign the project Originator, Principal and Leader. Click Save.
  11. Click the General tab and add contacts. Click Save.
  12. Make additional changes to fine-tune the project as needed.