How to Edit Existing Project Templates

Project Templates can be edited at any time, even after you've used them to create projects. Any edits that you make to a template can be applied across all existing projects of that template, allowing you to save time and maintain consistency across your projects.

  1. Click the Admin icon in the bottom left-corner of the screen. Settings_icon.png

  2. Ensure that you are in the Project Administration tab. pasted_image_0__20_.png (The folder will be a darker blue, and the title at the top of the screen will be "All Projects".) 

  3. In the left hand side below the header "PROJECT TEMPLATES", click "MANAGE TEMPLATES".

  4. Select the project template that you would like to edit.

  5. Select the resource type (Maps/Reports/Forms/Teams/Administrators) that you want to add.

  6. Select the resource that you want to add to every project of this project template.

  7. Click "APPLY". pasted_image_0__23_.png

  8. Choose to apply the change to either ACTIVE or ALL projects created from this project template. (Choosing ALL will include archived projects)

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