Learning Track
This Help Article appears in the Project Management in Resource Management learning track. Get the most out of this learning track by starting at the beginning.
To learn more about Smartsheet Regions, click here.
Set up project templates
Applies to
Resource Management
This Help Article Appears in the Following Learning Tracks
You can create a template project with bill rates, general phases, and assignments, whatever elements are typical in your projects. You create a template project like you would any other project.
Use naming conventions that make it clear the project is a template. For example:
-
Project Name = TEMPLATE: X-Project
-
Project Type = Tentative
-
Project Tag = TEMPLATE
Once the template is set up, you can duplicate it every time you want to create a new project.
To duplicate a project:
- Go to the template's project page and click Project Settings.
- On the left sidebar, click Create a Copy.
If you have repeat projects with the same client, create a template project with the bill rates you charge that client and label it accordingly. Save it as an Internal or Tentative project type, so it’s clear it’s just a template. Now, you can copy this project every time you need that specific rate card.