You can create a project template using the methods below:
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Create a template from an existing project
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Create a template manually by adding a new template structure
Create a Template from Existing Project
This procedure allows you to add a new Project Template from an existing project.
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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.
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Type in a Template ID and Template Name.
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Click the Scheduler Method ellipsis and select the required scheduler method.
If you do not need a scheduler project, select Non Schedule Project.
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Click the Project ellipsis and select the required project.
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Click RUN and then OK.
Create Project Template Manually
This procedure allows you to create a new Project Template manually in the Template Register panel.
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Navigate to Admin > Projects Admin > Project Template Setup.
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Click the Project Template tab.
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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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Select the cost object status from the Cost Object Status list.
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(Optional) Select the Time-Phase check box to enable time-phasing.
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Click the Scheduler Method (ID) ellipsis and select the required scheduler method.
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Click the Calendar (ID) ellipsis and select the calendar that you want to assign to the Project Template.
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Click SAVE.
You can customize the view of the Template Register panel from the view settings.