To create a project template, you can create it :
- from scratch
- from a project.
To create a project template from scratch
Start by accessing the “Customization” view via the general navigation bar. Then click on the “Project templates” tab :
Once you're in the “Project Templates” view, click on the “+ Template” button in the top right-hand corner of the screen :
A new window will open, allowing you to :
- Name your template
- Give it a start and end date
- Enter a description
To confirm the creation of the template, click on “Create project template”.
To create a template from a project
Start by going to the project whose framework and organization you wish to adopt: then click on the project name to open its parameters. Select “Create template” :
A new window will appear, allowing you to :
- Name the project template
- Enter a description
- Import files from the copied project
To finalize template creation, click on the “Create” button.