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How do I edit the project budget and details of the Project Template?
How do I edit the project budget and details of the Project Template?

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

Tina Chan avatar
Written by Tina Chan
Updated over a year ago

  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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