Using an existing project as the format for future work can help with managing time and efficiency within Monograph. With Project Templates you can now save any project already built as a template to quickly replicate when needed.
📚 Learn more by watching the video, continue reading this article, or clicking the button below to experience Project Templates on your own!
To begin, select Projects from the main menu, then click on the project you would like to use as a template. We call this project the "Host" and it will serve as the base for your template. Once you've selected your project, click on the "More actions" button on the top-right corner to reveal a drop down menu and select "Save as Template"
🚨 Only users who have a permission level which includes "Edit All Projects" will have the ability to create or edit a project template
Clicking "Save as Template", will open a pop-up on your screen which will ask you for the Template Name, Number, Color, and whether it is billable or non-billable. If needed, these details may be changed or updated at a later time. Once you have all fields filled and selections made, click "Create.
Once you've clicked "Create" you will see the Project Planner page appear for your template. This will appear as the same screen displayed when accessing an existing project.
All of the numeric data shown on this screen will be an exact copy from the "Host" project you started with. Any changes you make on this page will not impact the "Host" project - you are only making changes to your template.
From here, you may choose to make any edits that you wish. Any changes made will save and become apart of the template. Consider reviewing the following details when making changes to your template prior to saving:
Budget Calculator: Do you want to delete the numeric data for this template? Most projects will not have the exact same budget
Phases: Do you want to keep all phases the same? You can adjust the dates later when creating a project for this template
Fee Type: Fixed vs. Hourly
Budget/Percent (in each phase): Do you want to delete the numeric data for this template? Most projects will not have the exact same budget
Roles/Assignees: Should this template include the same roles and employees for future use? This can always be changed again later if needed
🎓 Pro Tip: As budgets will vary from project to project, we suggest zeroing out all budget information on your template prior to clicking "Done". This includes all values in the Budget Calculator, as well as Budget and Percent within each phase. This will avoid any issues in the future when adding in accurate budget information to any new projects made from your template.
Once you have adjusted the information on the Planner page, you may click "Next" on the upper-right corner to advance to the General Information page. Here you may save or edit additional details for your template. As soon as you have filled out all the information you would like to include in your template you may click "Done" on the upper-right corner to save and exit. For further insight check out our FAQ on Project Templates.