cancel
Showing results for 
Search instead for 
Did you mean: 

New Project Template creation

Former Member
0 Kudos

How to create New Project template ?

how to add new fields on the new project template?

Accepted Solutions (0)

Answers (1)

Answers (1)

Former Member
0 Kudos

There are several different things you can do:

  • Create a new project type: Go to Setup --> Document Setup (Tab) --> Project Types --> New
  • Create a new project template: Go to Projects --> Go to My Projects --> New template (see screenshot)

In case you want to add new fields to the project, you have to do that via Extensions.

Go to Setup --> Extension Definition --> Project.