How do I create a Template Project?

Modified on Tue, 3 Oct, 2023 at 11:57 AM

Navigate to Private Zones, then Workspace Management.
Click the Opportunities and Project tab.
Scroll down to Project Templates.
Click Add Project Template.
The Create Project Template modal is displayed.
Enter a name for your template.
You will then be taken to the regular project set up page, where you can prepopulate as much detail as required.
When complete click Publish. Your template will be made available for others in your organisation to use whenever they are setting up a new project.