Applies to

Resource Management

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Capabilities

Who can use this capability

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.

Set up project templates

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

PLANS

  • Resource Management

For more information about plan types and included capabilities, see the Smartsheet Plans page.

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

Once the template is set up, you can duplicate it 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.

 

This image shows project settings and the pop out box to 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. 

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