How Do I Create Project Templates?

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A lot of information must be entered when creating a project record such as team members, phases, tasks, etc. If your firm specializes in certain project types (for example, schools, churches, or car dealerships), you can expedite setting up these projects by using templates.

 

Do the following to create a project template:

  1. Click Projects on the navigation bar.
  2. Select a listed project on which the template will be based.
  3. Select Duplicate from the Action drop-down list on the toolbar.
  4. When prompted to confirm the new project number, add 'T' as a prefix (for example, T2016-0006), and click OK.
  5. On the Details tab, edit the project name (for example, Car Dealership Template).
  6. Select Template from the Project Status drop-down list. This prevents the template from displaying in any reports.
  7. Delete information in the Project Address fields and click Save.
  8. Click Reassign and select an employee (for example, Principal) as the Billing client and click Save.
  9. Click the General tab and delete the listed project contacts so the template isn't associated with any existing clients.
  10. Click Save.