Save a project as a template

1. Go to the Projects (PM301000) window.
2. Create a project or select the one in the Project ID field that you want to use as a template.
3. Click the Actions button and select Create template.
4. The Project templates window is displayed.
5. Modify any of the settings for your new project template, and click .

Related pages

Concepts

• About templates for projects and tasks
• About allocating transactions
• About the calculation of task completion percentage
• About project invoicing

Tasks

• Create a project template
• Create fixed-price projects
• Create a project
• Create a project template task
• Create a project task

Windows

• Project templates (PM208000)
• Projects (PM301000)
• Project tasks (PM302000)