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.