Creating a Project Template

Create a project template that is based on the data contained in an existing project. Any database-specific or project-specific data in the existing project is included in the template.

  1. In the Portfolio area, click on the row of the project for which you are creating the template.

    2. The Project form appears.

  2. Click .

    3. Depending on the size of the project, you may have to wait for the project template to be generated.

  3. Follow the browser prompts to save the file locally.

    4. The project template is saved as a .dtp file, which is a Microsoft Access format.