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Project Templates

A project template can help you to set up new projects by providing a ready-made set of Project Analysis groupings and project phases.

Using project templates can also help you to keep data formats consistent throughout the system.

You can't apply a project template to an existing project. You can only apply a template when you are setting up a project.

Typical legal billing stages in a construction company include Design, Construction and Tendering. It's a good idea to set up these phases in a project template so that they can be applied to all construction projects.

Adding a Project TemplateOpen this section
Editing a Project TemplateOpen this section
Applying a Template to a ProjectOpen this section

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