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Create a Project From a Template

Step-by-Step

How to Create a Project from a Template

  1. On the left-hand nav bar, hover over Templates and select All Templates.
  2. In the Actions column, click the Create Project icon for the template that you want to use.
    Create-project-icon.png
  3. On the Create a Project page, you can adjust general details of the project.
  4. You’ll notice your selected template in the Template section. You can click Select a Project Template to change it.
    Selected-template.png
    Note: Templates that have budgets enabled will only appear in the Select a Project Template drop-down menu if the project that you are creating has Financials enabled.

     

  5. In the Template Preferences section, you can enable weekends as workdays, and set a relative start date for the project.
    Template-preferences.png
  6. In addition, you have the option to map your resources to account members, automatically inviting and assigning them to the appropriate tasks.
    Template-map-respurces.png
  7. When you’re ready, click Create Project on either the top or bottom-right.
    Create-project-from-template.png
  8. The project will appear in your projects list. Any edits that you make in the new project will not affect the original template.

 

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