How do I Create a Project from an Existing Project Template?

Updated on September 9, 2015 05:13AM by Admin

In order to create a project from project template, you must create project template from project settings.

The project template‘s Sub Projects, Milestones, Tasks, Scope and Teams will be copied at time of project creation.

Steps to create Project from Project templates

  1. Log in and access Projects App from your universal navigation menu bar.
  2. Click on “Create a Project” button and select "Create New Project".
    Create Button
  3. You can view following options:

Create a project from Template

  1. You can view the "Templates" field in project creation page as shown in the image below:
    Template
  2. All information from project template will be pre populated.
  3. Provide other information for creating a project.
  4. You can view the created project from template as shown in the image below:
    Created Project Template

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