Copying an agile work type template

You can copy an agile work type template and use it to create new agile work type templates, applying default values, associating documents and log types, and using pre-defined task plans.

To copy an agile work type type

Open the Projects module.
In the agile work tree, right-click and select Investment Templates.
In the Manage Templates dialog box, select the template you want to copy and click Copy Investment. A new template is added to the list as a copy of the original template.