From here, you can click Pick a template field to choose from the list of pre-defined project templates in your organization.Ĭlick Create project from a template on the Project Template page to create a project from the template.Ĭopying components of a template to a project When creating a project by clicking New Project, the project form displays before you save the record. When creating a project from the quote, you can choose a project template in the project quick create form. You can create a project from a template in the following ways: All position names and roles are maintained.
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