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Project Templates
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.

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