Save project as template

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Project template page: (replace XX with the valid project template number)

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:

PDP Save as template button.jpg

It will open the Project template page:

Project template page.jpg

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, if any.

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