When starting a new project you can create a project from scratch or use a project template that you've previously created to begin to process. To make a new project from one of your templates simply follow the directions below.

📚 Learn more by watching the video, continue reading this article, or clicking the button below to experience Project Templates on your own!

To begin, click on Projects from the main menu, then click "New Project" on the upper-right corner. This will load a pop-up window.

In the pop-up window, you may enter the details of your new project including name, number, project color and billable status. Once you have an entered these details select the "Template" drop-down menu as shown below and choose the saved template you would like to use for your project, then choose the start date.

As pictured in the example, my new project is "Mendoza Avenue" and I am using "Template 2 (Blank Budget)" as my template for this project which will begin on April 1, 2021.

Next, you will see the Project Planner page for your new project. All of the information displayed here will be based on the saved format and data you have in the template you chose to you.

From here you may edit and add any information that pertains to your new project specifically such as budget, roles, and rates. For more information on working with the Project Planner please click here.

You may also update any information on the General Information page by clicking "Next" on the upper-right corner.

Once you have added or updated all of the information for this project on the Planner and General pages you may click "Done" to save and exit. Your project will now be available to use from the Projects Overview screen along with all others.

Removing Contingency from Templates

As of November 2021, contingency is no longer supported. After many conversations with customers, we’ve learned that contingency doesn’t belong at the contract level. This means that any template that has a contingency applied will not be able to copy over into a project.

If you have an active template with an amount for contingency, the following steps will need to be taken before you can save the template as a project.

  1. Go to the Template, click Edit.

  2. Open the Budget Calculator and unlock the Project Budget.

  3. Remove the contingency amount and lock the Project Budget before clicking "Update".

  4. Decide if you’d like to leave that amount unallocated or distribute it across your phases.

    1. The easiest option is to leave the contingency amount unallocated in your Remaining Budget. This way, it's here whenever you need to pull from in any phase as you progress, or it can remain unspent if you don't use it.

    2. If you're instead distributing it across your phases, you can allocate it all to one phase, or you can divide and allocate it across all phases. If doing this, you'll need to unlock the phase budget(s), update the phase budget(s), and then click on the lock buttons for each applicable phase when complete.

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