Item templates can save users in your organization time, by allowing them to quickly create a new item pre-loaded with default values, associated documents and log types, and pre-defined task plans.
To add an item template
- Open the Projects module.
- Right-click and select Manage Templates to open the Manage Templates dialog box.
- In the Manage Templates dialog box, click New Investment from Template.
- In the New Investment dialog box, select the item type.
- On the Summary tab, name and describe the item. If your organization has added custom tabs, complete the information required for each of them (if required).
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Click Save
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