Create a project template

The following procedure describes how to create a project template. The procedure is similar to creating a new project.

To create a new project template

Go to the Company Workspace tab and switch to Admin mode.
Click Templates > Projects (Standard)/Projects in the left Navigator.
Expand the Projects (Standard)/Projects area to display the categories. The default is All. The project category that you define here will determine the category to which subsequent projects will be assigned. The project category cannot be changed.
Use caution when defining a template in a project category. You cannot "re-categorize" a project or project template once it is created and saved.
Click one of the category or asset nodes. The Project Templates log opens. The log lists any project templates that have been created under the category.
Click the New button. The Template window opens. The Template window is equivalent to the Project window; the same properties and tabs are filled out for a project template as for a new project.
Complete the Template window. This window will be used for the project Properties when creating projects:
- General tab
  Use this tab to define properties. See Define general project properties (General tab).
- Location tab
  Use this tab to define the project location. See Define project location (Location tab) and Add a project image (Standards tab).
- Standards tab
  See Add project currencies (Standards tab).
- Progress tab
  See Set up project progress tracking (Progress tab).
- Links tab
  See Add links to other project-related web pages (Links tab).
- Custom tab
  See Select a project custom attribute (Custom tab).
These tabs are the same for both project templates and projects.
Click Apply to save changes as you enter information, and OK when you are ready to save information and exit the Template window.

Last Published Friday, February 2, 2024