Saving project as template

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You can save a project as a template. Then you will be able to create new projects based on the project template. This will save your time on the project data input.

To save a project as a template:

1. Go to Company.
2. Under Project management, click Projects.
3. In Projects catalog, do any of the following:
   • Select a project line and click Save as template.
   • Double-click a project line. Then, in the project details window, click Save as template.
4. In the Project template (create) window, in the Description field, enter the project template name or short description.
5. Click Save and close.

The project template is saved. It includes the following project details:

• General info.
• Settings such as duration unit and work schedule settings.
• Planning details such as project phases, their dates and duration.

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