Creating a new project and completing the details of that project is just one aspect of setting up a new project. After the project is created, you should apply project templates in order to make the project more complete and useable. Project templates allow you to replicate the document structure data from existing projects and apply it to current projects. You can also apply the following templates in order to make the project as comprehensive as possible for project managers and users to start working more quickly:
- Project Template (Document folder structure)
- Role Templates
- Schedule Templates
- Budget Templates
- Cash flow Templates
- Funding Templates
Project Imports is another option for setting up your projects. Imports combine these two steps into one; completing project details and applying templates. Another advantage of projects imports is that multiple projects can be imported in a single import file at a time; saving you value time and effort. While neither imports nor templates are required to set up your projects they are valuable tools that will help you work more efficiently. The following topics will assist you with setting up new projects: