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?

Here you can

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

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

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

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