Using templates

Templates provide a user-friendly way to create and maintain data. To reuse the project data, you must define the project as a template.

Note

If a project is used as a template, it cannot be used for actual projects. It can be used only to copy the project data.

To create a project template:

  • Select the Template check box for the relevant project in the Projects (tppdm6100m000) session.
  • Select the Save as Template option to start the Save as Template (tppdm7840m000) session. This session allows you to copy the project data, from a Source Project to a Target Project that can be used as a template. LN checks the Template field in the target project.
  • Select the Create Project from Template option to start the Create Project from Template (tppdm7840m000) session. This session allows you to copy the project data from a Source Project, defined as a template, to a Target Project.
Note

The Copy option is enabled only when you specify the Target Project.

The Copy Estimate to Project check box is disabled.

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