Creating project templates from the Project list
Procedure. To create a project template from the Project list:
Select Projects > Project list.
Select the context menu icon
next to the project that you would like to save as a template.From the dropdown list, select
Actions > Save as template.The Create template popup is displayed.
In the Create template popup:
fill in the mandatory Name text field.
select the value for the Type parameter:
Customer specific – you will be able to use this template only for the Customer selected during the project creation.
Global – you will be able to use this template for all your Customers.
if needed, fill in the optional Description text field.
select Save.
The project template has been successfully created. message is displayed.
Click
or the Close button to close the Create template popup.