Create a Project Template
Create a project template to use for creating new projects with pre-defined work breakdown structure (WBS) and field values.
To create a project template:
Parent Topic: How to...
Create a project template to use for creating new projects with pre-defined work breakdown structure (WBS) and field values.
To create a project template:
Option | Description |
---|---|
To create a new template from scratch | Click New > New Project Template. |
To create a template that is similar to the currently selected template | Select the template if it is not already displayed, and click New > Copy Current Project Template. |
To create a template that is similar to an existing project or project template that is not currently displayed | Click New > Create Project Template from, indicate if you want to copy a project or a template, and select the project or template. |