Set up project templates

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You can create a template project with bill rates, general phases, and even assignments to capture a standard project setup. Create a template project like you would any other project.

We recommend changing the naming convention and project type so it’s clear it’s a template. For example:

Project Name = TEMPLATE: X-Project
Project Type = Tentative
Project Tag = TEMPLATE

After the template is set up, you can copy this project with our duplicate feature every time you create a new project using that template’s settings.

Create a copy of a project

We recommend creating a template project with the bill rates you’d like to use for that client, and label it accordingly. Make this an Internal or Tentative project type, so it’s clear it’s just a template. After you set it up, you can copy this project every time you need that specific rate card. For more information, see Project Types.