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Templates


Ann
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Afternoon

Please would it be possible to help/advise regarding templates?  I have created a template that has the milestones already set up but how would I then use the template when creating a new project please?  Thank you.

Kind Regards

Ann

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Hi Alex

Thank you for the above guidance.  We have added the project template form to our progressive capture flow and activated the project template.  When I try to create a project I am given the option to select the different templates.  I created a template to contain 9 milestones in order that these would already be added for the project managers, however when I select the template and create a new project the milestones are not creating.  We have looked at all of the details and they appear to be correct, please would it be possible for some help?  Thank you.

Kind Regards

Ann

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