How to create a template from a project plan
If you have created a project plan that can be used later on for other multiple projects, you can save it as a template and make it available as a project type to be used across the company.
- On the Plan window, click the “Plan Options” icon and select “Save as Template” on the dropdown menu:
- A pop-up window will display where you should type the Plan ID and Title for this new template you are creating. Check the box next to “Template Only” if you want this template to be used only for traffic purposes and not for estimates or job types:
- You can see in the Plan window it is now a new template you can choose from:
