If find that you become fond of a particular Project Layout you may turn it into a Project Template to utilize for future Projects.

Click Here to view a video of the process designed to accompany the steps listed below:

From the Project Homepage:

  1. Click the Project Tools link in the left hand menu.
  2. Click the Project Settings button in the Hidden Tools section of the main body area.
  3. Under the Project Template heading, check either Department Template or Global Template.
  4. Click the Submit button at the bottom of the page.

You have successfully created a Project Template.

Requirements

  • Manage Project Role

Notes

  • Department Templates are Project Templates that can only be used within the same Department. Global Templates can be used for any new Project.
  • When creating a new Project, the Projects that you have marked as Templates will be usable as a basis for your new Project (Manager created areas will exist, but User generated data will not).
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