Search only in titles

---

Creating Project Templates

Projects > About Project Templates

You can create project templates to act as a standard or format for future projects.

To create project templates:

1. Click Projects.
2. On the Projects navigation bar, click EPS.
3. On the EPS page:
   1. Select the EPS element to which you want to add the new project template.
   2. Click Row Actions and select Add Project Template.
   3. In the Add Project Template dialog box:
      • Click the General tab and configure each required field.
      • Click Create.

Tips

• To configure advanced options, you must select to copy from an existing project or template. This will enable the Advanced tab.
• If you choose to copy from an existing project, select either the Use Actual Costs and Units or Use Planned Costs and Units option. If you select to copy from a template, the application will disable the Use Actual Costs and Units option.
• You can also right-click the table and select Add Project Template to create a project template.

Related Topics

About Project Templates

Working with Project Templates

---

Last Published Wednesday, July 10, 2024