Access project templates

To access project templates

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Templates > Projects (Standard)/Projects in the left Navigator.
  3. Expand the Projects (Standard)/Projects node. Like projects, project templates can be grouped by categories or by asset classes.
  4. 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.

Last Published Saturday, July 13, 2024