Copying an item template

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

To copy an item type

  1. Open the Projects module.
  2. In the items tree, right-click and select Investment Templates.
  3. 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.