Create a project template

1. Go to the Project templates (PM208000) window.

2. Click .

3. In the Status field, click the drop down and choose between Active or On hold.

4. In the Description field, enter a short description of your project template.

5. Go to the General settings tab. Customise your new project template by filling in any relevant information.

6. In the Default subaccount field, fill in the number of the subaccount you want to link to this project template.

   Note

   If you do not want to use a subaccount: enter 00-000.

7. Optional: Click the Tasks, Employees and Account task mapping tabs to further customise your template, for example to add project tasks and employees.

8. Click .

Related pages

Concepts

• About templates for projects and tasks

Tasks

• Save a project as a template

Windows

• Project templates (PM208000)