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Creating Project Templates

You can create project templates to act as a standard or format for future projects.

To create project templates:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" EPS.
  3. On the EPS page:
    1. Select the "" EPS element to which you want to add the new project template.
    2. Click the Actions menu and select Add "" "" Add Project Template.
  4. In the Add Project Template dialog box:
    1. Click the General tab and configure each required field.

      Note: You can add a description or copy from an existing project or template.

    2. 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.

Related Topics

About Project Templates

Working with Project Templates


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