Using a Project as a Template

Using a Project as a Template

Some customers are placing “template projects” under the status of Completed.  Create a status called “templates” on the site page at the bottom of the status list.  When Users want to create templates, they can set the status as Template for the specific “template project.”  Only when chosen for a project will that project be listed on the org or dept page in a category called “templates” (otherwise the status templates won’t show on the page) – then the project template won’t be confused with a project that is completed.