How do I create a Project from a Project Template?

Here are the steps you'll need to take to create a project from a project template.

Note: you will need to be a Partner Admin or Partner Ops role to create a Project from a Project Template.

To create a Project from a Project Template take the following steps:

1. Navigate to Work module from the partner portal or client portal view.
2. Click the Projects tab.
3. Click the Project Templates button.
4. Find the Project Template.
5. Click the Project Template name.
6. Click the Add To Client button.
7. In the Project Details section of the window complete the following fields:
   1. Client - select from the drop-down list
   2. Primary Point of Contact - will default in from the point of contact assigned during the scoping process for this client; if it does not default in, then you can select it from the drop-down list
   3. Recurrence - select from the drop-down list
      1. Choose the recurring cadence for your project: Yearly, Monthly, Weekly, or Daily. You can also choose to skip one or more time periods so your project may recur at the interval you need (for example, recur every 3 days, or recur every 5 weeks). Note the following fields will need to be completed if you opt for this recurrence:
         1. When should this project start? - Either enter the date in the specified format or use the date picker to select the date you wish the project start date
         2. Project Recurrence Start Day - Enter the date in the specified format, or check the box marked, "Start on the last business day of the selected month" if you want your project always to begin on the final day of any month.
         3. Project Recurrence Due Day - Enter the date in the specified format, or check the box marked, Set due date to the last business day of the selected month if you want your due date always to be on the final day of any month.
      2. Does not recur - will be a one time project that does not recur in the future—ensure you have the recurrence slider turned off; note the following fields will need to be completed if you opt for this recurrence:
         1. Start Date - Enter the date in the specified format.
         2. End Date - Enter the date in the specified format. 

1. 1. Project Description - enter details regarding this project for your team to reference
2. In the Product Template portion of the window
   1. Click the Add Details button; for anything requesting additional information
   2. A menu will appear on the right side of the window for you to populate the requested information 
3. Click the Launch button in the lower right corner of the window

Congratulations, your project will now appear in the Projects window for your chosen client!