A Project Template is used in project creation. Repeating project criteria is maintained for regular clients, projects shared with Vendors, or projects created with the Automation Widget. Use of a template streamlines the submission process and reduces errors.
Project Templates are created from existing projects.
To save a current project as a template, follow these steps:
To edit a project template, follow these steps:
From the Setup page, scroll down to the section and click on Project Templates.
Click on a project.
Change project settings and click Save.
The changes are applied to the selected project.
The list tools in the upper right corner of the list are used to sort, filter and customize the list of Project Templates.
To create a new project using a template, follow these steps: