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Project Templates

Client Templates

Restriction Templates

Templates

Companies often have sets of similar projects that they wish to add to all their clients, or similar phases they wish to add to a group of projects.

Project analysis groups and phases may be identical across a set of projects. You can use a project template to apply these to new projects without having to set up all the details separately on a project-by-project basis.

Similarly, client analysis groups and projects may be identical across a set of clients. You can use client templates to apply these to new client without having to set up all the details separately on a client-by-client basis. You can also use client templates to assign default projects.


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