In GanttPRO simple Gantt chart software, you can create your own Gantt chart template from scratch or save your project as a template if you have already created one and want to use it as a reference later on.
This feature is available for all the plans, except Basic.
- An Account Owner can archive all projects.
- An Account Admin can only do it in those projects s/he is part of.
- An Enterprise user with a Custom role and permission to save a project as a template.
- Other user roles don’t allow saving any projects as a template.
In order to do that, click on the three dots button in the top right corner of the page and then choose Save as template.
Then, enter the name of the template 1. If you want to share the template with the Owner and/or Administrators, check the box for Share template with the team 2, and click on Save 3.
The template is now available on the Create new project page. If you want to open it, click on the plus icon in the top left corner of the page and select Create new project. Then choose the saved template from the list in “My Templates” and click on Create new project.
Note: You can also use this feature to copy a project.
Save as a template a project you want to copy, click on the + icon in the top left corner to create a new project. Then, select the corresponding project from the list of templates, and click on Create new project.
There, you will also have the option to include team members and virtual resources from the saved project.