Project Templates

You can create project templates that meet your business needs. You can also use these project templates to apply a WBS and its pre-defined field values when you create new projects.

For example, you can create templates for projects based on the type of project work, the office location of the project manager, or the organization responsible for the job. You set up project templates in Settings > General > Project Templates.

After you set up the project templates, you use the Projects hub form to create new project records. You select the project template on which to base the new record, which initially contains all the WBS levels and field data defined in the selected template. You then modify the data in the new record.

Use project templates in the following situations:

• To save time when you create new project records.
• To ensure that all new project records are set up with the proper WBS structure.
• To ensure the uniformity of data in your project records.