---
title: "Create a project template"
description: "Go to the Project templates (PM208000) window. Click . In the Status field, click the drop down and choose between Active or On hold. In the Description field, enter a short description of your project template. Go to the General settings tab. Customise your new project template by filling in any relevant information. In the Default subaccount field, fill in the number of the subaccount you want to link to this project template. If you do not want to use a subaccount: enter…"
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/settings-and-configuration/create-a-project-template/index.md
lastmod: 2026-02-23
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/settings-and-configuration/llms.txt


# Create a project template

Last modified February 23, 2026

> Go to the Project templates (PM208000) window. Click . In the Status field, click the drop down and choose between Active or On hold. In the Description field, enter a short description of your project template. Go to the General settings tab. Customise your new project template by filling in any relevant information. In the Default subaccount field, fill in the number of the subaccount you want to link to this project template. If you do not want to use a subaccount: enter…


1. Go to the [Project templates (PM208000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-templates-pm208000/index.md) window.
1. Click ![icon-add](https://docs.vismasoftware.no/media/visma-net-erp/icon-add.png).
1. In the **Status** field, click the drop down and choose between **Active** or **On hold**.
1. In the **Description** field, enter a short description of your project template.
1. Go to the **General settings** tab. Customise your new project template by filling in any relevant information.
1. 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.
1. Optional: Click the **Tasks**, **Employees** and **Account task mapping** tabs to further customise your template, for example to add project tasks and employees.
1. 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>
</ul><h3>Tasks</h3>
<ul><li><a href="/visma-net-erp/help/project-accounting/manage-projects/save-a-project-as-a-template/index.md">Save a project as a template</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>
</ul>


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