Copy Project from Template

(0) Share

Report

Posted on by Community Member

Hello,

I am setting up a new project that will mirror an existing project. I have selected the existing project and selected Add to Template. I can see that this was added under Cards - Templates. However, when I go to enter the new project under Project Maintenance, the Copy from Template option is not available. How do I enable the Copy from template feature?

*This post is locked for comments

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Redbeard 12,931 on at

Like (1)

Report

Shanna -

You need to start at the Contract Level. Enter a new contract; you should find the Copy from Template feature available. Select your template contract, and copy. Once that's done, when you create the new project under the copied contract, you will find copying the Copy from Template feature available at the Project level now.

Was this reply helpful? Yes No