Managing Projects › Project Templates › Designate Projects as Project Template

Designate Projects as Project Template

To make project creation more efficient, as a project owner, designate a project as a project template. Then, use the template to create new projects.

Before designating a project as a project template, verify that the following conditions are true:

• The project contains no time entries with a value greater than zero.
• The project is financially closed.
• The project is not associated with transactions (posted or not)

Follow these steps:

1. Open the project.

   The properties page appears.

2. Complete the following field:

   Template

   Specifies using the project as a project template to create other projects.

   Default: Cleared

   Required: No

   Select the check box.

3. Save the changes.

More information:

How to Work with Submitted Timesheets

Financial Processing (Investments)

Financially Close Projects

Create Projects from Project Templates

Populate Projects from a Template