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. Monthly - will recur on a monthly basis; 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 - will default in with Monthly on the 1st
         3. Project Recurrence Due Day - select from the drop down list
            1. Monthly on the 5th or the next business day
            2. Monthly on the 10th or the next business day
            3. Monthly on the 15th or the next business day
            4. Last business day of each month
            5. Select Custom Date - if this date is selected you will be presented with a drop down list of days of the month for you to choose from; note this date will be used each month and cannot fluctuate
      2. Does not recur - will be a one time project that does not recur in the future; note the following fields will need to be completed if you opt for this recurrence:
         1. Start Date - either enter the date in the specified format or use the date picker to select the date you wish the project to start
         2. End Date - either enter the date in the specified format or use the date picker to select the date you wish the project to end
   4. Project Description - enter details regarding this project for your team to reference
8. 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 
9. 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!