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.
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.
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.
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.