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How do I edit the details of a Project Template?

Learn about how to view and edit details of the Template on the Project Template Dashboard

Updated today

  1. From the Project Planner, find the project template you want to create a project from.

  2. Click on the 3-dot menu, select Template Details.

    This brings you to the Template Dashboard:

What can I view/edit on the Project Template Dashboard?

  • Add and update the template budget by clicking the Budget & Expenses button

  • View Project info on the Project Dashboard:

    • Time view - budgeted hours, scheduled hours, total project length

    • Financial view - budget, revenue, costs, profit, margin, and Project Performance chart

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