Save the Current View as a Template

You use this procedure to save the current view as a template.

To save the current view as a template, complete the following steps:

1. Access the Templates pop-up.
2. Navigate to the folder where you want to save the template or click Add Folder to create a folder.
3. Click Save as Template. The current view stages, tasks, purchases, and expenses are saved using the job name as the template name.