Create a template from an existing project

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Module:  Project Administration    

Applet:  Projects

 


Description: How to Create a Template from an Existing Project.

 

Step 1 - Recall the existing project that you would like to make into a template to the screen. Mark the project as a template by checking the Is Template box on the General tab.

Making a Project a Template 1

 

 

Step 2 - Click Save.

 

 

Step 3 - Next, create a new project from the project you just turned into a template.

Create Project from Template 2

 

 

 

 

Step 4 - Call up the new project, mark it as a template, and click Save.

creating a template 1

 

 

 

 

Step 5 - Finally, call up the original project, uncheck the Is Template check box, and click Save.

 

creating a template 2