Project Templates Setup Overview

Use project templates to create new projects with pre-defined work breakdown structure (WBS) and field values.

After your firm decides how to structure the WBS, project templates are an efficient way to ensure that projects created by users at your firm conform to this structure. Templates provide a baseline for new projects, which you can then modify to meet the needs of individual projects.

In addition to creating new project templates from scratch, you can also create templates in the following ways:

• Copy an existing project template. You can then edit the copied template to create a new project record.
• Copy an active project template. You can then edit the copied template to create a new template.
• Copy an existing project record. You can then edit the copied record to create a new template.