Edition: Business, Enterprise
User-level: Assistant administrator, System administrator
Create a predefined set of phases, stages, tasks budget and schedule using project templates.
Creating a template from an existing project
Orgnaisation menu > projects
Open the project you want to create a template from
Click on the ellipses button on the right and then click "Create Template".
Edit the template name, followed by selecting the project type it relates to and a general scope of work, if needed. Click save once completed.
All the fees, budgets and project contacts will be included in this template.
Tip: The template will include the current project manager but you can change this when you set a project up.