Step 1: Create or Open a Project Template

If you have already saved a project as a template using the Template Manager, simply open that project template. Otherwise, complete the following steps to create a project template.

  1. Open a project that you want to save as a template.

  2. If you haven’t already done so, create a template folder (using Tools > Manage Templates) to hold your project template(s). See Creating Template Folders.

  3. Select Project > Save Project As Template. Then complete the options in the wizard. See Creating Templates.