Project templates

You can edit project templates by using the Project Management Wizard. Project templates work the same way as worksheet templates, that is, you can apply a project template to a worksheet.

1. From the File menu, select Project Management.
   
   

2. In the Project Management Wizard, double-click on All Projects or click the + sign to view all the project folders.
   
   

3. Click on the folder then click Next.
   
   

4. Click Edit to change the project's template.
   
   

5. In the Template Properties dialog, select any of the following tabs:
   
   General - to enter the worksheet title and worksheet contact information
   Order - to enter order information
   Columns - to customize the columns displayed and their order in the worksheet
   Header/Footer - to define the header and footer when printing the worksheet
   Adjustments- to add price adjustments such as taxes, installation fees and shipping charges
   
   

6. Click Finish.