Create a Project Template
Use the Project Templates area of General Configuration to create a project template.
To create a project template:
- From the Vision Navigation menu, click .
-
On the
Project Templates form, complete one of the following actions:
Option Description To create a new template from scratch Click .To create a template that is similar to an exiting template Select the template and click . 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 and select the project. You can then edit the copied project or template to create a new project template. - 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.
- If this project has phases, click or and complete the appropriate fields.
- If this phase has tasks, click or and complete the appropriate fields.
- Click Save.