---
title: "Save a project as a template"
description: "Go to the Projects (PM301000) window. Create a project or select the one in the Project ID field that you want to use as a template. Click the Actions button and select Create template. The Project templates window is displayed. Modify any of the settings for your new project template, and click ."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/save-a-project-as-a-template/index.md
lastmod: 2026-02-23
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/llms.txt


# Save a project as a template

Last modified February 23, 2026

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


1. Go to the [Projects (PM301000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/index.md) window.
1. [Create a project](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/create-a-project/index.md) or select the one in the **Project ID** field that you want to use as a template.
1. Click the **Actions** button and select **Create template**.
1. The **Project templates** window is displayed.
1. Modify any of the settings for your new project template, and click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/project-accounting/manage-projects/about-templates-for-projects-and-tasks/index.md">About templates for projects and tasks</a></li><li><a href="/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/about-allocating-transactions/index.md">About allocating transactions</a></li><li><a href="/visma-net-erp/help/project-accounting/manage-projects/about-the-calculation-of-task-completion-percentage/index.md">About the calculation of task completion percentage</a></li><li><a href="/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/about-project-invoicing/index.md">About project invoicing</a></li>
</ul><h3>Tasks</h3>
<ul><li><a href="/visma-net-erp/help/project-accounting/settings-and-configuration/create-a-project-template/index.md">Create a project template</a></li><li><a href="/visma-net-erp/help/project-accounting/manage-projects/create-fixed-price-projects/index.md">Create fixed-price projects</a></li><li><a href="/visma-net-erp/help/project-accounting/manage-projects/create-a-project/index.md">Create a project</a></li><li><a href="/visma-net-erp/help/project-accounting/manage-projects/create-a-project-template-task/index.md">Create a project template task</a></li><li><a href="/visma-net-erp/help/project-accounting/manage-projects/create-a-project-task/index.md">Create a project task</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/project-accounting/project-accounting-windows/project-templates-pm208000/index.md">Project templates (PM208000)</a></li><li><a href="/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/index.md">Projects (PM301000)</a></li><li><a href="/visma-net-erp/help/project-accounting/project-accounting-windows/project-tasks-pm302000/index.md">Project tasks (PM302000)</a></li>
</ul>


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