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.
  1. Choose
    Setup
    Templates
    Projects
    .
  2. Select the
    Import Default Project Templates
    link at the bottom of the screen.
  3. In the
    Import Default Project Templates
    screen, 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 choose
      Select All
      from the context menu.
    • Use the
      Filter by
      field 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.
  4. Select
    Import Selected
    .
The selected default project templates are imported into your firm setup.