Set up project templates

You can create a template project with bill rates, phases, assignments, and all other typical project elements.

Who can use this?

Plans:

  • Resource Management

Permissions:

Resourcing Administrators, Portfolio Editors, and Project Editors can set up project templates.

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Create a template project like 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

Duplicate the template to create a new project. 

To duplicate a project:

  1. Go to the template's project page and select Project Settings.
  2. On the left sidebar, select Create a Copy.
project settings copy project option

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.