Creating Project Templates
You can create project templates to act as a standard or format for future projects.
To create project templates:
- Click
Projects. - On the Projects navigation bar, click
EPS. - On the EPS page:
- Select the
EPS element to which you want to add the new project template. - Click the Actions
menu and select Add Add Project Template.
- In the Add Project Template dialog box:
- Click the General tab and configure each required field.
Note: You can add a description or copy from an existing project or template.
- Click Create.
Tips
- To configure advanced options, you must select to copy from an existing project or template. This will enable the Advanced tab.
- If you choose to copy from an existing project, select either the Use Actual Costs and Units or Use Planned Costs and Units option. If you select to copy from a template, the application will disable the Use Actual Costs and Units option.
- You can also right-click the table and select Add Project Template to create a project template.
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