Copying a project template
- From the Setup
menu, click Project Templates.
- Click the New
button at the upper right of the window.
- Click Copy
existing template, and click to select
the template that you want to copy.
- Click the Create
button. The existing template appears in the detail area of the Project
Command Center.
- On the General
subtab under the Project Info
tab, type the name of your new template in the Description field.
- On the Project
Info tab and the subtabs under it, make changes to the project
work breakdown structure and project
information, as needed.
- Review this information
for phases and make changes, as needed.
- Click the Manage
tab, and make changes to the budget
information, as needed.
- Click Save.
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