Managing Projects › How to Create Projects › Project Templates › Designate Projects as Project Template

Designate Projects as Project Template

To make project creation more efficient, if you are a project's owner you can designate a project as a project template and then use the template to create new projects.

Before you can designate a project as a project template, ensure the following conditions are true for the project:

• It contains no WIP entries.
• It contains no non-zero time entries.
• It is not financially enabled.

To designate a project as a project template

1. Open the project you want to designate as a template.

   The Project: Properties: Main - General page appears.

2. Select the Template check box.

   Note: If you cannot select this box, check to see that the project contains no WIP or non-zero time entries, and that it is financially disabled.

3. Click Save.

   The project is designated as a template, and displays in the list.

More information:

Financial Processing (Project)

Copy Project Template Data into Projects

Create Projects from Project Templates