Project templates help you quickly plan and schedule repeatable work. Instead of building every project from scratch, you can create a reusable template with predefined phases, tasks, milestones, budgets, and team members.

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:
1) Head to the Projects page
2) Click Manage templates (top-right corner)

3) Click New template.

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

Setting up a template works the same way as setting up a regular project. Any details you include will appear every time the template is used—so you can decide how detailed or flexible you want it to be.

When creating a project template, you can define the total project duration. When you later create a project from this template and choose a start date:

You can add phases and all of their details into a project template. In the Phases section, you can add a phase name, set a color, budget (if the project’s budget is set as fixed hours or fixed 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 dates will be calculated automatically based on your set offset and duration.

📝Note: By default, a phase inherits the project color. You can change the phase color at any time.
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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.

You can predefine all recurring tasks in the template so they’re automatically included when creating new projects. ​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 include milestones in your template. For each milestone, you can set the Start after (offset from project start) and the Duration.
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When using the template, milestone start and end dates are calculated automatically based on the configured offset and duration.

If you already have a project you want to reuse as a starting point, you can convert it into a template.

To create a new template from one of your existing projects:
1) Go to the Projects page.

2) Click the project name to open the side panel.

📝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 by clicking on the Templates button in the top right corner of the project settings. 

You can also choose to apply a template when creating a new 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 manually adjust any dates after applying the template.

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