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Creating projects using project templates

When you want to create projects that use the same settings, you can start such projects from an existing template. This is useful when your projects are similar and you want to save time.

Procedure

  1. Go to File > New > New Project.
  2. In the New Project wizard, on the Project Type page, go to the Create a project based on a project template box and select the required template from the drop-down list. The selections in the New Project wizard will now be populated with the selections from the template.
  3. Move through the different pages of the wizard and make changes to the existing settings as needed.
  4. When you have finished selecting the settings you want to prepare the project, select Finish. On the Preparing Project page, the progress bars indicate what task the process has reached. Once a task is complete, to see errors or reports based on the task, select the task, and then select Task Results.
  5. When all of the tasks have been completed on the Preparing Project page and the project has been created, the Project Template settings are displayed. Specify if you want to save the project settings for future use in a template by:
    • Creating a new template
    • Editing the template on which you based the project
    • Not saving the settings to a template
  6. Select Close. This button is not active until the project is created. If a project was not created due to errors in the tasks, this button remains inactive, in which case select Back to change the settings and restart the creating process.