Project Templates

How to create a Project template

Jacqui Sullivan avatar
Written by Jacqui Sullivan
Updated over a week ago

Projects templates can be created and then applied when creating a new project.

These are located within Project > Project templates.

The fields contained are:

  • Name

  • Project group

  • Person Responsible

  • Status

Once the template has been created you can then add more information in form of selected activities and special/specific prices with cut-off dates etc. These icons can be found to the far right of each project template created.

Templates can also be copied and then amended or deleted.

Did this answer your question?