Project templates are a fast and easy way to plan and schedule work in Float. You can create a new template from scratch or use an existing project to build one.

Project templates can be created by the Account Owner, Billing guests, Admins, and Managers with permission to Add and manage Projects, including budgets if viewable.

To create a new project template, head to the Projects page and select Manage templates > New template.

Enter any relevant project info, add your team, set duration, create your tasks, phases, and milestones, and hit Create template.

Setting each of the template’s elements works the same way as setting up a project.  You will see the same project info each time you use the template, so it's up to you how specific you want to get with the details.

When creating a template, you can set the duration of the project. When you create a project based on this template and select a start date, the end date will automatically be calculated based on your set duration.

You can add phases and all of their details into a project template. In the Phases section, you can add a phase name, set color, budget (if the project’s budget is set as hours or fee by phase), the Start after offset (when a phase will start after X number of days), and the Duration of each phase.

When you create a project based on this template, the phase start and end date will be calculated automatically based on your set offset and duration.

📝Note: By default, phases color is the same as the project color, but it can be adjusted whenever needed.
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Once you add a phase to a project template, you can click to open it in the side panel and add the information you wish to save in that template. This is where you can add the phase's team, tasks, milestones, and other details specific to this phase.​

📝Note: If your project template's status is set as Confirmed, you can still choose to set one or more phases as Tentative.

​By default, all projects and project templates have the task list locked with Managers with ‘manage projects’ permission can add to this list. You can change this setting in the Tasks section.

You can add milestones for the project template. For each milestone, you can set the Start after (offset) and the Duration.

To create a new template from one of your existing projects, click on its name to open the side panel. Click on the project action menu (three vertical dots icon in the top right corner) and select Create template from project. You can amend any of the project's and phases' details before saving it with Create template.

📝Note: Allocations are not saved in project templates. If you wish to create a new project with the same allocations, you can duplicate it instead.

If your team works on the same tasks repeatedly, or you want to use one of your existing projects as a jumping-off point for new work, using a project template will help automate the creation process and give you back more of your time.​ Once you’ve created a template, you can use it whenever you add a new project.

📝Note: Checking the Always start from a confirmed project box in the project creation window prevents your templates from being displayed when adding a new project. To show templates again, go to the Projects page, select Manage templates, and enable Show templates when I create new projects.

You can also choose to apply a template when creating a project from the allocation menu.

After selecting a template, you can enter the project's start date to automatically calculate and populate all project dates, including phases and milestones, based on the durations and offsets configured in the template.

​📝Note: You can still manually change the duration of each project date if needed.

To view, edit, or delete existing project templates, open the Projects page and click Manage templates at the top right corner of the page.

This is where you can decide whether to show templates when creating new projects, add new ones, modify existing ones, or remove them as needed. ​Project templates can be edited and removed by the Account Owner and the Admins. Managers can use templates created by others, but they can edit and delete only the templates they created.

​📝Note: To see and use all the project templates, a Manager needs to have permission to Add and manage Projects, including budgets if viewable, and to View bill rates and budgets. Managers without View bill rates and budgets won’t see fee-based project templates.

Project templates are automatically sorted alphabetically, both on the Manage templates page and when applying a template to a new project.

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💡Here's a tip: After you open a project template in edit mode, you can use it right away.

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​Editing templates work the same way as editing projects. Once you open the template in the side panel, you can edit its details as needed.​