Creating Project Templates

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

To create project templates:

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

Tip

  • 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, April 1, 2026