Create a project template
/visma-net-erp/help/project-accounting/settings-and-configuration/create-a-project-template
section
2026-02-19T17:09:06+01:00
# Create a project template
1. Go to the [Project templates (PM208000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-templates-pm208000/) window.
1. Click .
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 .
Related pages
Concepts
Tasks
Windows