Copying a project template

To copy a project template

1. From the > Setup menu, click General > Project Templates.
2. Click the New button at the upper right of the window.
3. Click Copy existing template, and click to select the template that you want to copy.
4. Click the Create button. The existing template appears in the detail area of the Project Command Center.
5. On the General subtab under the Project Info tab, type the name of your new template in the Description field.
6. On the Project Info tab and the subtabs under it, make changes to the project work breakdown structure and project information, as needed.
7. Review this information for phases and make changes, as needed.
8. Click the Manage tab, and make changes to the budget information, as needed.
9. Click Save.