Use project templates

Reuse a standard project structure when you create similar projects often.

Project templates save time when you create the same kind of project more than once.

They help you keep codes, fields, and structure consistent.

1

Create or open a project

Open the project you want to use as the template.

2

Mark it as a template

Set Active to Template.

3

Save the template

Click Save.

4

Create a new project from the template

Start a new project.

Choose the template you want to use.

5

Review and save

Adjust the values that should be unique for the new project.

Then save the project.

Good uses for templates

• recurring installations
• standard maintenance projects
• repeatable rollout work

Frequently asked questions

Does a template stay reusable after I save it?

Yes.

You can keep using it for new projects.

Can I change a project template later?

Yes.

Update the template and save it again.

Should I use a template for every project?

No.

Use templates when the same setup returns often.

Related topics

• Create a project
• Understand project fields and options