Add a project template

Owned by Oksana Vishchuk
Last updated: Apr 19, 2024 by Damian Rozmiarkowski
2 min read

  1. Go to the Projects module → Templates tab.

    Add project tempalte.png

  2. Click the Add button on top of the templates list. You will be directed to the Add Project Template page.

    AddTemplate.png

  3. Provide a Name for the new template.

  4. (Optional) Provide a short Description.

  5. Click the Select Project button. The Select Project pop-up window appears.

    1. Locate the project that will be used for creating the template using the filters on the left.

    2. Click on its line in the list.

  6. The pop-up closes, and a new section appears on the Add Project Template page, where you can check the project’s ID and name.

  7. Check the Send Availability Requests box to send requests to

  8. In the Propagate table, decide which data from the selected project will be used in the template. If you don’t want to copy some of the information to other projects, uncheck the corresponding boxes.

  9. Click the Save button. The Add Project Based on this Template button appears at the bottom of the page.

 

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