Creation of project templates

Marcela 2 years ago in Home Portal / Smart Projects updated 2 years ago 8

Hello. I would like to know if it is possible to create templates for projects that always have the same settings. For example, we create multiple projects a day that have the same language pair, the same area of specialization and the same process flow. I have been duplicating them from old projects, but I was wondering if I can create a template that would help me with this. Thank you!

Yes, at least for Classic Projects. You can create them in the Projects module. In essence you select a previous project and the objects you want to replicate (Tasks, Jobs, Vendors, Payables...)

I haven't resolved my issue yet, Łukasz. We use Smart projects and I'm not sure if the templates can be created with these. Thanks!

Searching answer

At that point I did not know you were on Smart Projects. Sorry

Can you explain how? Thanks.

We use the Smart projects. Is it possible to do the templates with these? Thank you!


Templates are available for Classic Projects only.

Smart Projects would allow just duplication for the time being.

I think there is a development idea that may interest you (sign in required): https://xtrf.userecho.com/communities/1/topics/215-dialog-options-when-duplicating-projectquote. If so, please share your use case and upvote it.

Thank you!