Modify Project Templates

You can modify a project template in the desktop application.

To modify project templates:

  1. On the Navigation menu in the desktop application, click Settings > Projects > Project Templates.
  2. On the Project Templates form, search for and select the project template that you want to modify.
  3. Complete or modify the fields on the tabs.
  4. To modify data for a phase or task, navigate to that phase or task in the WBS and complete or modify the appropriate fields.
  5. Click Save.