Creating a Project Template from Scratch
From the Project Planner, click + New, then select Project Template.
Enter a template name and any relevant project info.
Add people, placeholders, phases, assignments and a budget just like you are planning for a project (Read this article to learn about the basics of scheduling a Project).
Creating A Project Template from an Existing Project
You can also create a template from an existing project. This can be particularly useful if you have had a very successful project and would like to repeat it in the future.
Simply click on the 3 dots next to the Project Name and Select "Save as Template".
Did you know? As you cannot archive a project with future assignments, you can also convert it to a template and then delete it. If the project then comes to pass, you can simply re-create it using the template.
Once you create a project template, you can view it on the planner under Templates.
Creating a Project from the Template
1. From the Project Planner, click the "+ New" Button on the top left-hand corner
2. Select Project.
3. Check the Use Template box and choose the template from the dropdown.
4. Enter a project name and edit details as necessary.
5. Click Next and select the Monday of the week you would like to start the project.
Click Create.
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