Home Project Panorama Documentation General Usage Project Templates / Duplicating Projects

You may find that many of your projects share a very similar structure or have the same team members. Rather than setting up a new project from scratch, you can use Panorama’s “clone” system to setup Project Templates.

Simply create a generic version of a common project and build out all the details that are likely to remain consistent project to project. Save it as a draft using a consistent label to allow easy recognition in the future, for example “TEMPLATE – Web Design Project.”

Then when a new project comes in the door, simply go to All Projects > Drafts, hover over the template in question and click the “Clone Project” link that appears. This will create a new project copying over all the details and settings from your project template.

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