About using existing projects as templates for new projects

When creating a project, you can use an existing project as a template. Templates are a convenient way to reuse project settings, such as markups and bid packages, and can be tailored to different market sectors or project types.

To create a project from a template, select Yes on the Template step of the Create Project wizard and select the project that you want to use as the template.

You can copy the following content from the template project:

  • WBS

  • Cost Categories

  • Bid Packages

    • Clarifications

    • Phases

  • Alternates

  • All Other WBS Items

  • Estimate Items

  • Markups

Subcontractors and their associated bids are not copied from a template into new projects. To copy everything from an existing project to a new project, including subcontractors and their bids, use the Copy option on the project's Summary tab. Learn more about copying an existing project.