Creating a Project from a Template

To create a project:

  1. Click Create Project From Template from one of these:
    • Link in App Launcher. Using ClassicClosedHome page PSE Link.
    • Projects related list on the Region, Practice, Group or Account pages associated with the project.
    • Immediate Sub-Projects related list on the project.
  2. [Optional] In the Filter section, refine the list. Type in the Type to filter box and click Filter. For more information about sorting and filtering, see Sorting and Filtering.
  3. Select the template that you want.
  4. Click Select to refine the project template.
  5. Complete the fields in the tabs shown as described in Create Project from Template Fields. Only those tabs that contain records are shown.
  6. [Optional] On tabs, you can sort records in read-only columns by ascending or descending order to locate and select the items you need.
  7. [Optional] Select or deselect the records in the tabs that you want to copy to the project so that you don't have to do any amendments after you've created the project.
  8. Click Create.
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