Project template

In the tab Administration - Settings - Project - Project template you can create project templates to use when new projects are created.

Users in the system with the System Administrator permission have the right to create project templates.

Create project template

Creating a project template is very similar to creating a project - but fields in the project card that are mandatory when creating projects are not mandatory when creating a project template.

To create a new project template, go to Administration - Settings - Project - Project Template and do the following:

1. Click on Create project template.

2. Give the project template a name.

3. Fill in other information in the project template that you want it to have. For example, what activities the project template should have, whether it should be possible to report expenses, allowances, mileage, etc., member group and price list.

4. Save.

Use a project template

On the tab Administration - Project, projects can be created using the project templates available in the system.

Choose to create a project using a project template by clicking on the small arrow next to Create project and selecting project template.

The project card opens and you get the pre-filled fields from the project template.

Do not forget to change the project name.