Import the settings from a project template into existing Project Center projects.Export the settings from an existing project to an Excel spreadsheet and import it into other Project Center projects.Use whichever procedure you are more comfortable with: This topic contains two different methods of applying template settings to existing projects. Refer to the following Microsoft Excel spreadsheet for examples on how to format the project template: C:\Program Files\Newforma\EleventhEdition\Project Center\Templates\ Project Template.xlsx. You must know the location of the project template you want to use before performing this procedure. You must be a Project Center administrator to perform these procedures. After importing the data from the template, all you have to do is edit the fields that are unique or blank in the existing project.
Templates allow administrators to specify many of the settings they would normally be prompted for when creating a project. To save time when editing project settings, you can export data from an existing project or import data into an existing project from a project template Project templates are Excel spreadsheets used to supply configuration settings and default data for Newforma projects. Apply Project Template Settings to Existing Projects
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