To make new project set up quicker and easier, you can create and make available Template projects. This means that you can prepopulate the standard fields required to set up a Project, leaving the user to only complete those fields specific to their project.
- Navigate to Private Zones, then Workspace Management.
- Click the Opportunities and Project tab.
- Scroll down to Project Templates. Any existing project templates for your company will be displayed.
- Click the edit icon to edit the existing template attributes, or click the deactivate icon to keep the template but make it temporarily unavailable. You can delete a template by clicking the red delete icon.
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