Project templates
A project template stores a reusable setup of phases, budgets, rates and task groups. Applying it fills the New project form with a copy you can adjust.
Create a reusable project setup
A project template is an independent set of starting values for a new project. There are two ways to create one, and both need Pro.
- Open Templates and press New template.
Choose Simple or Phased, then set the budget, rate and task groups. A phased template can contain 2 to 10 phases in this editor. Press Create.
- Or, while filling in New project, set up its
phases, budget, rate and task groups, then press Save as template in the modal footer, name it, and press Save.
The template saves immediately. You do not have to create the project, and closing the project form afterwards keeps the template.
What a template prefills
A template can prefill the project's Simple or Phased structure, phase names and order, task groups, a budget setup in money or hours, and custom rates. The budget can be one project total or separate phase budgets. Project-level values form the baseline. A phase stores only the values that differ from that baseline.
- A project budget splits evenly across the phases. Separate phase budgets add up to the template total. A template never carries both.
- A simple template has no visible phase list. A phased template keeps its saved phase order.
- A template has no colour and no client. Every new project sets its own.
New project offers saved templates under More details. Open Start from template and choose one, or keep Custom for an empty setup. Review every filled value before creating the project. You can change any of it in the form.
What happens on Free
Creating, editing and applying project templates need Pro. On Free, saved templates stay listed so your setup is not lost, but New template, template editing and Start from template open the plan explainer.
You can still delete a saved template on Free. Deleting it does not alter any project that was created from it.