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

Updated on March 18, 2020 05:52AM by Admin

Projects App in Apptivo is unique software designed to manage Projects without any trouble. Creating a Project from existing templates is more suitable when the Projects are similar or when it is like an existing Project.

You can create a Project Template by clicking here.

This is the Project Template from which a Project is to be created.

Template
  • In the Projects App, select Create to Create Project. In the Create Project page, add the information related to your Project.
Create Project

  • Here, you have the provision to add the Template to the Project. You can click on the dropdown to add a Project Template. te to Create Project. In the Create Project page, add the information related to your Project.
  • Below are the different attributes available on the Create Project page.

Project Information

Name: It denotes the name of the Project.

Start Date: It is used to add the start date of the Project.

End Date: You can use this to add the end date of the Project.

Customer: It indicates the name of the Customer.

Project Manager: It is the name of the Manager of the Project.

Contact: This is to indicate the name of the contact.

  • Once the template is chosen, the values get added to the attributes automatically according to the selected Template.
Project Information

  • Along with this, you can add other required information.

Project Budget

Billing Method: You can set the billing method for the Project. This can be Project Flat Fee, Milestone Billing, Time and Expenses, and Non-Billable. Here, I have set the Project Flat Fee.

Billing Project
  • Select Create to create the Project. You can see the Project created will have the same template as the Project template.