Save a project as a template /visma-net-erp/help/project-accounting/manage-projects/save-a-project-as-a-template section 2026-02-19T17:09:06+01:00 # Save a project as a template 1. Go to the [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/) window. 1. [Create a project](/visma-net-erp/help/project-accounting/manage-projects/create-a-project/) 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](/media/visma-net-erp/icon-save.png).

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