Changing the Default Templates for a Project

Created by Privv Support, Modified on Tue, 22 Oct, 2024 at 12:32 PM by Privv Support

  1. Click on the Projects module to navigate to the Projects dashboard.
  2. Click on the ellipsis on the far right of the Project you wish to change the name of. 
  3. Click Edit Info. This will open a pop-up.
  4. From here, you can change the Default Estimate Template, Default Schedule Template, or Default Workplan Template. Click the dropdown for the template(s) you wish to edit and select the desired template.
  5. Click the green checkmark.

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