You can create a template from an existing template or a project.

1. Create a template.

   Option	Steps
   From an existing template	Navigate to Project > Projects > Templates. Open the desired project template. Click the Copy Template related link at the bottom of the form. The Copy Template dialog box opens. The Template field is auto-filled with the current template name.
   From a project	Navigate to Project > Projects > All. Open the desired project. Click the Save as New Template related link at the bottom of the form. The Create Template dialog box opens. The Project Name field is auto-filled with the current template name.

2. Fill in the following fields:
   • Template name: enter a unique name for the new template.
   • Description: enter a brief description of the new template.
3. Click OK.
   The project template form opens for the newly created template.
4. Make any desired changes to the fields on the project template form.
   The top section of the Project Template form includes basic template information, such as the template name and description. The middle section of the project template form defines the specific data included in the template. The information in this section is built from fields on the project [pm_project] table that the user selects and the values for those fields that the user defines.

   Table 1. Project Template Form Fields

   Field	Description
   Name	The name of the project template.
   Table	Display only. Templates are based on the Project table.
   Description	A brief description of the project template.
   Template	Includes columns of fields and field values to be included in the template. Click a field in the left column and select the desired field name, then click the field in the right column to enter the field value. If additional information for the field is required, a field appears in the third column. For example, to identify the currency in a money field. Click the X to the right of a field to remove that field from the template. Use the blank field at the bottom of the list to add new fields.
   Related Links
   Create Project	Creates a project from this project template.
   Copy Template	Creates a copy of this project template.
   Related Lists
   Project Template Tasks	The project template task list.
   Attachments	The files attached to the template.

5. Click Update.