How do you apply a project template?

Apply reusable project templates containing predefined tasks and relationships by creating a project, saving as draft, selecting Apply Template, and choosing the desired template to import.

If the same project is intended to be run multiple times, then it might be easier to create a project template. You create a template by selecting Projects > Project Set Up > Project Templates.

The project template contains all of the tasks and relationships that are necessary for the project to be completed. The template can then be imported into each new project with the same tasks required. When the tasks and dependencies are imported, they are automatically set to the Plan Start date of the new project. Of course, tasks can be added or deleted, and relationships can be modified.

To apply the project template, perform the following steps.
  1. Create a project and populate the required fields at minimum.
  2. Select Save Draft.
  3. Click More > Apply Template.
  4. Select the project template and click Continue.

Capital Project > More > Apply Template

Capital Project > More > Apply Template