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Use planning templates

Planning templates are applied at the project level, streamlining the creation of multiple projects that share a consistent structure. These templates include fundamental details such as client, department, and work location, as well as any specific planning fields within your organisation.

  1. Go into a project
  2. Select actions
  3. Select “Create as template”

Give it your desired name + description and click “Add planning template”

If we now create a new project, we can select our created template in the “From template” section.

When we do so, we can see that it auto-fills in all fields that were on the planning template we created: