Create a Project Template from the Projects Dashboard

You can create templates that other users can use to create their own Projects. Your access to these settings is dependent on your version of ConceptShare.

Important: Project Templates are available only in the Enterprise Edition of ConceptShare.

To create Project templates from the Project Template dashboard:

1. Log into your account.
2. In the Navigation panel, click Projects.
3. On the toolbar of the Projects dashboard, click Add .
4. On the Project wizard, select Create Template.
5. In the New Project Template dialog box, specify the template details. For information about the fields and options, see New Project Template Dialog Box.
6. Click Save.