Set up project templates

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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.

Create a copy of a project

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.