Template Projects

Projects > Template Projects

The Template Projects page maintains template projects. By default, the search filter only displays template projects. Billables cannot be entered for project templates. Project templates do not display the Time Log and Expenses tabs. Changes to template projects to not update projects after they are copied.

If billables are already entered for a project and the project is converted to a template, then the data is preserved. If the template project is converted back to a project, the billable data redisplays.

Converting a Project to a Project Template

1. Select the Projects > All Projects page.
2. Click the Project tab.
3. Set the Template option to Yes.
   • Set this option to No to convert a project template to a project.
4. Click Save.

Copying Projects from Template Projects

1. Select the Projects > Template Projects page.
2. Click an existing template project.
3. Click Actions > Copy Project.
   • Original Project Name
   • New Project Name
   • Start Date
   • Planned End Date
   • Additional Options
     • Copy Tasks - Includes tasks, but not members.
     • Copy Tasks and Resources - Includes tasks and members.
     • None - Excludes tasks and members.
   • Copy Tasks Status - Yes or No
   • Enforce Project End Date on Tasks - If Yes, all tasks are scheduled within the Start Date and Planned End Date you specify in the dialog. If No, the Planned End Date is reset, if necessary.
4. Click Finish. The newly copied project displays.