Project templates

Project Templates Project templates are used when you want the same set of projects for each and every customer. This is useful when you have a business that has a fixed project offering and a fixed hourly rate.

project templates

Each customer, that has "Use project templates" enabled, will get copies of the project templates. All project templates, their rates and subproject templates will be copied and the copies cannot be changed. You may do changes to the project templates and those changes will be reflected on the corresponding copy. This is also true for adding or removing project templates.

You may add and remove others projects to a customer, independently of the project template copies.

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