| Create a template from an existing project Project Administration>Projects | Top Previous Next | 
| Overview 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. 
 
 
 Step 2 - Click Save. 
 
 Step 3 - Next, create a new project from the project you just turned into a template. 
 
 
 
 
 Step 4 - Call up the new project, mark it as a template, and click Save. 
 
 
 
 
 Step 5 - Finally, call up the original project, uncheck the Is Template check box, and click Save. 
 
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