Create New Project from Template

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Module:  Project Administration    

Applet:  Projects

 

Description: How to Create a New Project from a Template.

 

Step 1 - To create a new project, select New and then Project from Template.

 

Create Project from Template 1

 

Step 2 - From the list, select a template and then click Enter a New Project Code (Bill Terms Code) and Name. All other nodes of the WBS will remain the same as the template.

 

Create Project from Template 2

 

Step 3 - Click Create and the new project will be created.