Save project as template

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You can save a project as a template.

In that case, the project details, finances, jobs, and uploaded files will be copied to the new template.

To do so, press the "Save as template" button:

Save as template.png

It will open the Project template page:

Project template view.png

Here you may create a new project based on this template, update or delete it by pressing the corresponding buttons.

Note: When you save projects as templates, the following items are not copied: CAT log files, CAT log based receivables and payables, discounts and extra charges for client receivables and vendor payables if any.

For more information on project template tabs and action buttons, please see the Project template view section.