Yes. Any active project can be the template for a new one. You can also keep a project just for this, with the sections, tasks and settings you reuse.
Open Add Project and fill in the name, customer and members as usual. See creating a project.
Click + Use a previous project as a template?.
In Copy Project, choose the project to copy. You can search by project or customer name.
Under What should be copied?, untick anything you don't want.
Click Create.
What each option copies
Option | What comes across |
|---|---|
Copy Budget Method & Amount | The budget type and amount or hours, and each member's budget hours on a Person Hours budget |
Timesheet Billing Method & Rates | The billing method, the project hourly rate, and each member's billable and cost rates |
Project Members | The members, with their timesheet and task permissions |
Timesheet Categories | The categories and whether each is billable and payable. Their rates come with the billing option, their budget hours with the budget option |
Tasks | Every section and task, in order, with its title and task type. Tasks hidden from external contacts stay hidden |
Description | Task descriptions, without embedded images |
Assigned To user | Who each task is assigned to |
Task Followers | Each task's followers |
Task Estimate | Each task's estimate |
Sub Tasks | Subtasks, with their titles |
Priority | Each task's priority |
Ticking or unticking Project Settings or Tasks does the same to every option under it. Whatever you choose, the new project also takes the template's Default Task Type and two timesheet rules: Require timesheet approval by default and Require Tasks be selected on Timesheets.
Good to know
- Not copied: task dates, tags, attachments and comments, and the project's category, tags, notes and dates. Copied tasks and subtasks start as Not Started. Everything else, such as the budget alert settings, comes from your account defaults, as for any new project.
- Assignees and followers come across only for people who are members of the new project. Keep Project Members ticked, or add those people under Project Members in the popup.
- A different customer: if the new project is for another customer, only your team members are copied, not the template's customer contacts. People with Disabled Project Access on the template aren't copied either, and you're always added.
- Not copied for members: their project roles (such as Can Manage this Project's Settings), expense approver setting and budget alerts. Set them in the new project's settings.
- Without the billing option, the new project uses your account's default billing method, and members get the default rates from their contact records.
- Without Timesheet Categories, the new project gets your account's default categories instead. On an internal project, copied categories are non-billable.
- Which projects you can pick: only active ones. Administrators see every active project; Portfolio Managers and Project Managers see projects they're members of. A template project has to stay active, so it counts towards your plan's active project limit.
- Custom field values on tasks are copied along with the tasks.