Set up project templates

You can create a template project with bill rates, general phases, and even assignments to capture a standard project setup. Create a template project like you would any other project.

We recommend changing the naming convention and project type so it’s clear it’s a template. For example:

  • Project Name = TEMPLATE: X-Project
  • Project Type = Tentative
  • Project Tag = TEMPLATE

After the template is set up, you can copy this project with our duplicate feature every time you create a new project using that template’s settings.

A screenshot of the Copy Project setting located within Project Settings