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How can I create a template?

Steps on creating new templates

Hector Borrego avatar
Written by Hector Borrego
Updated over 11 months ago

This article will walk you through creating and using a template.

Creating a Template

Start by creating a Templates status. Go to System Settings--->Project Status--->add a new "Templates" name and click ADD STATUS:

Now create a new template project. It's just like creating a new project but we'll place it under our new Templates status

At this point you can then start creating content such as a schedule, budget, selections, etc. These can later be copied to other projects

Now let's copy our template schedule to another project

In this example, I opened a new project, loaded the schedule module, and clicked on Load From Template from within the dropdown. I can then choose the template to be copied over.
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Note: this also works with any other project, no matter the status, it can be copied from one project to another

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