How do I manage Project Plus templates?
Templates are managed from one searchable app page.
Open Project Plus > Templates to manage the template library.
The page separates template creation from ongoing template management. You can search templates by name and filter the list by Project pipeline or native Project Type.
Open a template to access the available actions:
- Clone: create another editable template based on the current work package.
- Edit: modify the template name, Project Type, milestones, Tasks, subtasks, dates, notes and budgets.
- Delete: remove a template when deletion is allowed.
If you make changes while editing and try to close without saving, Project Plus asks whether you want to keep editing or discard the unsaved changes.