Create Project Templates

As a project administrator, you can either build a project template from scratch or create a template from an existing project.

In this topic, you'll learn how to:

• Create Project Templates from Templates List
• Create a Project Template from a Project

Create Project Templates from Templates List

1. Use the project picker and click Templates.

2. Click View all templates at the bottom of the menu.

   

3. In the Project Templates tab, click Create project template.

   

4. Select Create blank template or Create template from existing project.

   Note: You must be a member of a project to use it as the basis for a template.

5. Enter a template name and select your account from the drop-down list.

6. If using an existing project, select the project to use as a basis for your template.

7. Click Create template.

You can now configure the product settings in the template to meet your requirements.

Create a Project Template from a Project

1. Use the product picker and click Project Admin.

2. Click Settings in the left navigation menu.

3. Click Save as template.

   

4. Enter a name for the template.

   Note: Only certain tools and features are available in project templates. The corresponding project items will be copied into the project template. Learn more in Supported Products and Tools in Project Templates.

5. Click Save as template.