You can create a project template using the methods below:
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Create a template manually by adding a new template structure
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Create a template from an existing project
Create a Template Manually
This procedure allows you to add a new project template in the Template Register panel.
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Navigate to Admin > Projects Admin > Project Template Setup.
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In the Template Register panel, click the Insert Row icon to add a new row.
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Type in a Template ID and Template Name.
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Click the Cost Object Status drop-down to select the required cost object status.
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(Optional) Select the Time-Phase check box to enable time-phasing.
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Click the Save icon.
Create a Template from Existing Project
This procedure allows you to add a new project template from an existing project in the Project Setup.
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Navigate to Admin > Projects Admin > Project Template Setup.
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Click the Actions list and select Create Template From Project.
The Create Template From Project dialog box appears.
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Type in a Template ID and Template Name.
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Click the Project ellipsis to select the required project. By default, the last selected project appears.
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(Optional) Type in a Comment.
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Click the Run button. The Create Template From Project confirmation dialog box appears.
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Click the OK button.