Apply a template to a project

How to use project templates
Content modified by inserting, replacing or re-applying a template
Insert, replace or reapply a template in a project

How to use project templates

A project created from a template inherits the template 's elements and remains linked to them in the application.

It is still possible to :

insert the contents of a template if the project,
replace the existing template with another template,
reapply the content of the same template if it has been modified.

Content modified by inserting, replacing or re-applying a template

	Insert a template	Replace template	Apply a template
	If you insert the current project template , the information will be duplicated.	If you replace the current project template , the information will not be duplicated but updated.	The information will not be duplicated; new information from the template will be updated.
Attachments	✔	✔	✔
Themes	✔	✔	✔
Attributes	✔	✔	✔
Planning content	✔	✔	✔
Resources	✔	✔	✔
Reports	✔	✔	✔
Budget	✔	✔	✔
Logo		✔	✔
Project sheet		✔	✔
Reception blocks		✔	✔
Project header		✔	✔
Workflow		✔	✔

Insert, replace or reapply a template in a project

Access the project whose template is to be modified.
Click on Setting.
Click on Setup - Templates tab.

🚩

If the project has been created via a project template , or if a template has already been applied, then it will appear at the top of the screen.

Choose one of the 3 template usage options (see Apply a template to a project - How to use project templates)
Select the project template to use.

💡

The status of the desired project template must be current to be displayed in the list (status). If you have chosen the Re-apply template option, the template will already be displayed at the top of the screen, so you don't need to select it again.

Click on Register.

✅

Depending on theaction selected, template elements will be added to the project.