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Creating a template from a project
Creating a template from a project
Updated over a week 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 work breakdown click on the '...' button and select Create template.


3. Name your template and Save.


To learn more about Project Templates, click here.

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