![]() A blue banner will appear above template projects to let you know you’re making changes to a template and not a real project.įor more information on how to configure a project, see “ Project configuration. You can also edit templates by clicking the link for any template and editing it the way you would make changes to any other project. We have printed a limited run of 3,000 copies for sale to corporates and the public. To search or manage templates, go to the Projects page in settings menu.įrom the Projects page, you can choose to archive any template or project. ![]() ![]() You can work with templates the same way you work with projects. Templates can be customized and kept up-to-date by copying settings from existing projects. You can also choose to duplicate an existing project, and use that project’s settings when creating a new project. Right-click on the project and select “Duplicate Selected.” Your template will now show up in the “Templates” section of the new project form. Get an accurate view of project profits on the. Use time tracking, job costing, quotes and instant payments. Give the template a name and select “Create Template” Track projects and jobs with Xero Projects.From the Project Actions menu, choose "Save as Template".To create a new project template based on one of your existing projects, follow these steps: When creating a new project, you can use a template to keep all your page layouts consistent. Project templates store the settings for your projects. ![]()
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