Import default project templates
Use the
Import Default Project Templates
screen to select and import the default project templates that are relevant to your firm.This screen is available only if you are licensed for the Project Management module.
The
Import Default Project Templates
screen is designed to help you set up project templates for your firm.note
The application tracks which templates you have previously imported, so duplicates are not imported. You can't import templates that already exist with the same ID in the application, or templates that you have already imported. You can re-import templates if the ID changes or if the template was deleted.
note
Templates that have already been imported display
Yes
in the Imported
column.note
Default templates don’t include tasks.
- Choose .
- Select theImport Default Project Templateslink at the bottom of the screen.
- In theImport Default Project Templatesscreen, select the project templates that you want to import.You can do any of the following:
- Mark the checkbox for individual templates.
- Right-click and chooseSelect Allfrom the context menu.
- Use theFilter byfield to narrow the list to the template or state entries that you want to import.
You can filter for a single template, selected templates, or a range of templates that you specify. - SelectImport Selected.
The selected default project templates are imported into your firm setup.
