How to Create a Template Project in DMS - Knowledge Base

Summary

DMS: Create a project template

Environment

Solution

Templates are used to recreate projects that use similar data types and similar services. By selecting your project plan as a template, you can create plans that use the same data types and services. Please note that you will still need to fill in the project details such as ‘Title, Purpose, Project Category, etc,’.

1. From the DMS homepage, click ‘Projects’, and then ‘Create new Project’

A picture of DMS homepage with the 'Create New Project' button highlighted.

2. On the project details page, select the check box “This is a Template Project”:

3. Complete the rest of the project as show in How to Create a Project Plan in DMS

Keywords: DMS