Visma Net
Save a project as a template
- Go to the Projects (PM301000) window.
- Create a project or select the one in the Project ID field that you want to use as a template.
- Click the Actions button and select Create template.
- The Project templates window is displayed.
- Modify any of the settings for your new project template, and click
.
Related concepts
About templates for projects and tasks
About the calculation of task completion percentage
Related tasks
Create a project template task
Related reports
Related windows
