Home > SI 2017 Documentation > User Guide > Projects > Project Explorer > Creating Projects > New Project from Template

New Project from Template

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Remarks

 

You may want to create Project Templates with no other information than a tax rate or custom Phase rates. Or you might want to create Templates if you are working with builders and have a set of floor plans that you will be re-using for multiple Projects.

Steps

 

  1. In the Project Explorer click New->From Template:

 

 

  1. Select the Template you want to use and click [Create from Template]:

 

 

  1. The New Project from Template Wizard will open, assign a Client and Project Name (required) and edit any other information then click [Save]:

 

 

Click here for complete details of the steps of the New Project Wizard.

Last modified
16:17, 20 Feb 2017

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