Create a Project Template

Create a project template to use for creating new projects with pre-defined work breakdown structure (WBS) and field values.

To create a project template:

1. On the Navigation menu in the desktop application, click Settings > Projects > Project Templates.
2. On the Project Templates form, complete one of the following actions:

   Option	Description
   To create a new template from scratch	Click New > New Project Template.
   To create a template that is similar to the currently selected template	Select the template if it is not already displayed, and click New > Copy Current Project Template.
   To create a template that is similar to an existing project or project template that is not currently displayed	Click New > Create Project Template from, indicate if you want to copy a project or a template, and select the project or template.

3. Complete or modify the fields on the tabs.
   The tabs and fields correspond to tabs and fields found in the Projects hub.
4. If the project template has standard phases, click New > New Phase or New > Create Phase from and complete the appropriate fields. Repeat for each phase.
5. If the project template has standard tasks for any phases, select the phase, click New > New Task or New > Create Task from, and complete the appropriate fields. Repeat for each task.
6. Click Save.