Creating project templates during project creation
Go to Projects > Project list.
In the top right corner select Add project.
Fill in the relevant fields in the project creation form.
At the bottom of the page select the Save as template button.
A Create template popup will appear.
The Create Template Window
In the Create template popup:
fill in the mandatory Name text field
select the value for the Type parameter:
Customer specific - you will only be able to use this template for the particular Customer
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 will appear to confirm creating the project template.
Click
or the Close button to close the Create template popup.