

Managing Projects › Use Project Templates › Designate Projects as Templates
Designate Projects as Templates
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:
- Open the project.
- 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.
- Save the changes.
More information:
Populate Projects from a Template
Financially Enable Projects
Financially Close Projects
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