Skip to main content

Edit a project template

Update the name, description and configuration of an existing project template, including its documents, reports, forms and custom fields.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the project template editor​

From your settings or templates area, locate the project template you want to change and select the option to edit it; the Project Template edit modal opens with several tabs across the top.

Open the project template editor

Step 2: Update general template details​

In the General tab, edit the template name and description fields to reflect how this template should be used, then review that the summary now matches your intended configuration.

Update general template details

Step 3: Manage template documents​

Switch to the Documents tab to review the list of document templates linked to this project template; use the available controls to update document versions or remove documents that are no longer needed.

Manage template documents

Step 4: Configure report blueprints​

Open the Reports tab to see all report blueprints included in the template, adjust their configuration as required, and remove any reports you no longer wish to generate from this template.

Configure report blueprints

Step 5: Review and adjust form templates​

Go to the Forms tab to review the form templates associated with the project template and confirm that the available forms match the information you need to collect on each project.

Review and adjust form templates

Step 6: Manage custom fields and values​

In the Fields tab, review custom field definitions and their current values for this template; remove any unnecessary custom fields and adjust values so that new projects created from this template inherit the correct defaults.

Manage custom fields and values

Step 7: Duplicate the template (optional)​

If you want to base a new template on this one, enable the duplication option, enter a name and optional description for the duplicate, and confirm to create a new template without changing the original.

Duplicate the template (optional)

Step 8: Save and apply your changes​

When you are satisfied with the updates, select the Save action in the modal; wait for the saving indicator to complete and then confirm that the modal closes and the template list reflects your updated configuration.

Save and apply your changes

Last updated: 2026-01-01