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Creating a template from a project
Creating a template from a project
Updated over a month ago

You can now create the perfect project and save it as a template! Your template will include the work breakdown, fees, budgets, project contacts, and resourcing.

1. Create and set up your project with all its components

2. In the Project Summary click on the '...' button and select Create template.

3. Name your template and Save.

nameing_template_.png

To learn more about Project Templates, click here.

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