Set up project templates
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.