Create a Project Template

Use the Project Templates area of General Configuration to create a project template.

To create a project template, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > Project Templates.
2. On the Project Templates form, complete one of the following actions:

   Option	Description
   To create a new template from scratch	Click New > New Project Template.
   To create a template that is similar to an exiting template	Select the template and click New > Copy Current Project Template. You can then edit the copied template to create a new project template.
   To create a template that is similar to an existing project record or another project template (not currently open)	Click New > Create Project Template from Project and select the project. You can then edit the copied project or template to create a new project template.

3. Complete or modify the fields on the tabs. The tabs and fields found in the Project Info Center, with the exception of the Contract Management tab, are the same tabs and fields found in Project Template Configuration. See the field descriptions in the Info Center help.
4. If this project has phases, click New > New Phase or New > Create Phase from and complete the appropriate fields.
5. If this phase has tasks, click New > New Task or New > Create Task from and complete the appropriate fields.
6. Click Save.