--- title: Project Templates description: Quickly create new projects from project templates --- [Skip to content](https://success.join.build/en/knowledge/project-templates#main-content) [Contact Join Support](https://success.join.build/en/knowledge/kb-tickets/new?hsLang=en) [![Join Help Center](https://success.join.build/hubfs/Join%20Help%20Center.svg)](https://success.join.build/en/knowledge?hsLang=en) Open main navigation Close main navigation - [Contact Join Support](https://success.join.build/en/knowledge/kb-tickets/new) - [Login](https://app.join.build/) [Login](https://app.join.build/) Hi! 👋 How can we help? - There are no suggestions because the search field is empty. 1. [Join - Help Center](https://success.join.build/en/knowledge?hsLang=en) 2. [Company Settings](https://success.join.build/en/knowledge/company-settings?hsLang=en) 3. [Company Standards](https://success.join.build/en/knowledge/company-settings?hsLang=en#company-standards) # Project Templates ## Quickly create new projects from project templates Project Templates can help ensure consistency across your company, save time creating new projects, and reduce the risk of errors and oversights that can occur when building a project from scratch. Additionally, templates can offer a starting point for those who are new to Join and provide a framework for collaboration. ### Creating a Project Template Company Administrators can create, edit, duplicate, publish, and unpublish Project Templates. These tasks are accomplished under **Company Settings** \> **Standards** \> **Project Templates**. Setting up a Project Template is the same process as creating a project from scratch in Join.  #### We recommend setting up: - Role Settings to the desired functionality[(Managing Collaborator Roles and Permissions)](https://t.sidekickopen10.com/s3t/c/5/f18dQhb0S7kF8cFFDCW5RfZxx2zGCwVN8Jbw_8QsNH0W1yX4-q1p1w9RW3LvrVv1vQVTLf197v5Y04?te=W3R5hFj4cm2zwW4cQJ873K9dy8W3W0hjl1Jx5-SW3ZTJ_G41pS6gW43YlVm3H5H63W3_R5Cy3P28nBW1Gy-qW3ZSy2LW49HSG949hbPZW3ZVdqD45NqmQF3T3qz_W2gZ1&si=8000000017640966&pi=398f65e3-c568-4280-d2b7-ca20663780d4). - In Settings, create the desired custom categories for a standard project ([Creating a Custom Category](https://t.sidekickopen10.com/s3t/c/5/f18dQhb0S7kF8cFFDCW5RfZxx2zGCwVN8Jbw_8QsNH0W1yX4-q1p1w9RW3LvrVv1vQVTLf197v5Y04?te=W3R5hFj4cm2zwW4cQJ873K9dy8W3W0hjl1Jx5-SW3ZTJ_G41pS6gW43YlVm3H5H63W3P0w0M3T1k6SW4cQgwj4fGB6_W4mCW-01Gy-ZtW4fLMGZ3F4G5cw3P4GBmb732&si=8000000017640966&pi=398f65e3-c568-4280-d2b7-ca20663780d4)). - Update any Units of Measure desired for a standard project in the settings page. - Set up the Default Item Template, set the column structure and the desired Item Markups ([Creating a Default Item Template](https://t.sidekickopen10.com/s3t/c/5/f18dQhb0S7kF8cFFDCW5RfZxx2zGCwVN8Jbw_8QsNH0W1yX4-q1p1w9RW3LvrVv1vQVTLf197v5Y04?te=W3R5hFj4cm2zwW4cQJ873K9dy8W3W0hjl1Jx5-SW3ZTJ_G41pS6gW43YlVm3H5H63W4cJ32-3T1k6SW4hKD2H3Q-Yh2W3K3PQZ3Z_mqkW4fGBXG4fGBYWf3ZSzDV04&si=8000000017640966&pi=398f65e3-c568-4280-d2b7-ca20663780d4)). - Change the [Terminology](https://success.join.build/en/knowledge/how-to-change-join-terminology?hsLang=en) and [Rounding Display](https://success.join.build/en/knowledge/setting-rounding-display?hsLang=en) to reflect a standard project in the settings page. ***Caution:*** *Settings that are not carried over with a Project Template include: project name, status, notification settings, display costs mode, and unsaved chart/report view settings* ![](https://success.join.build/hs-fs/hubfs/2024-09-13_13-15-07-gif.gif?width=670&height=683&name=2024-09-13_13-15-07-gif.gif) ***Best Practice:** Make different templates based on project type (healthcare, K-12, multi-family, etc.), the owner (repeat client with set standards), etc.* ### Creating a New Project From a Template Once your templates have been published, anyone in your company can create a new project from a published template. To do so, click the **+ New Project/Program** button, select **New Project**, and then pick from one of your project templates.![](https://success.join.build/hs-fs/hubfs/2024-09-13_13-20-47-gif.gif?width=670&height=447&name=2024-09-13_13-20-47-gif.gif) ***Note:*** *Changes made to published templates will not affect existing projects that have been generated from that template.*   - [Getting Started with Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#main-content) - [Join Overview](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#join-overview) - [I'm a new Join user](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#im-a-new-join-user) - [My company is new to Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#my-company-is-new-to-join) - [I want to use Join on my project](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#i-want-to-use-join-on-my-project) - [Workflow Best Practices](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#workflow-best-practices) - [Getting Started for Project Admins](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-project-admins) - [Getting Started for General Contractors](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-general-contractors) - [Getting Started for Design Team Members](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-design-team-members) - [Getting Started for Owners](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-owners) - [Product Updates](https://success.join.build/en/knowledge/product-updates?hsLang=en#main-content) - [What's New](https://success.join.build/en/knowledge/product-updates?hsLang=en#whats-new) - [Early Access](https://success.join.build/en/knowledge/product-updates?hsLang=en#early-access) - [Join for Pursuit](https://success.join.build/en/knowledge/join-for-pursuit?hsLang=en#main-content) - [Pursuit Resources](https://success.join.build/en/knowledge/join-for-pursuit?hsLang=en#pursuit-resources) - [Dashboard](https://success.join.build/en/knowledge/dashboard?hsLang=en#main-content) - [Dashboard](https://success.join.build/en/knowledge/dashboard?hsLang=en#dashboard) - [Charts](https://success.join.build/en/knowledge/dashboard?hsLang=en#charts) - [Milestones](https://success.join.build/en/knowledge/milestones?hsLang=en#main-content) - [Milestones](https://success.join.build/en/knowledge/milestones?hsLang=en#milestones) - [Estimates and Budgets](https://success.join.build/en/knowledge/milestones?hsLang=en#estimates-and-budgets) - [Importing](https://success.join.build/en/knowledge/milestones?hsLang=en#importing) - [Items](https://success.join.build/en/knowledge/items?hsLang=en#main-content) - [Items](https://success.join.build/en/knowledge/items?hsLang=en#items) - [Options](https://success.join.build/en/knowledge/items?hsLang=en#options) - [Status](https://success.join.build/en/knowledge/items?hsLang=en#status) - [Scenarios](https://success.join.build/en/knowledge/items?hsLang=en#scenarios) - [Item Library](https://success.join.build/en/knowledge/items?hsLang=en#item-library) - [Schedule Impact](https://success.join.build/en/knowledge/items?hsLang=en#schedule-impact) - [Ideas](https://success.join.build/en/knowledge/items?hsLang=en#ideas) - [Markups](https://success.join.build/en/knowledge/markups?hsLang=en#main-content) - [Markups](https://success.join.build/en/knowledge/markups?hsLang=en#markups) - [Milestone Markups](https://success.join.build/en/knowledge/markups?hsLang=en#milestone-markups) - [Item Markups](https://success.join.build/en/knowledge/markups?hsLang=en#item-markups) - [Contingencies and Allowances](https://success.join.build/en/knowledge/markups?hsLang=en#contingencies-and-allowances) - [Cost Display Settings](https://success.join.build/en/knowledge/markups?hsLang=en#cost-display-settings) - [Risk Register](https://success.join.build/en/knowledge/risk-register?hsLang=en#main-content) - [Risk Register](https://success.join.build/en/knowledge/risk-register?hsLang=en#risk-register) - [Timeline](https://success.join.build/en/knowledge/timeline?hsLang=en#main-content) - [Timeline](https://success.join.build/en/knowledge/timeline?hsLang=en#timeline) - [Reports](https://success.join.build/en/knowledge/reports?hsLang=en#main-content) - [Reporting](https://success.join.build/en/knowledge/reports?hsLang=en#reporting) - [Customizable Reports](https://success.join.build/en/knowledge/reports?hsLang=en#customizable-reports) - [Team](https://success.join.build/en/knowledge/team?hsLang=en#main-content) - [Team](https://success.join.build/en/knowledge/team?hsLang=en#team) - [Roles and Permissions](https://success.join.build/en/knowledge/team?hsLang=en#roles-and-permissions) - [Project Settings](https://success.join.build/en/knowledge/project-settings?hsLang=en#main-content) - [Project Settings](https://success.join.build/en/knowledge/project-settings?hsLang=en#project-settings) - [Categorizations](https://success.join.build/en/knowledge/project-settings?hsLang=en#categorizations) - [Units of Measure](https://success.join.build/en/knowledge/project-settings?hsLang=en#units-of-measure) - [Item Schedule Impact and Display](https://success.join.build/en/knowledge/project-settings?hsLang=en#item-schedule-impact-and-display) - [Default Item Template](https://success.join.build/en/knowledge/project-settings?hsLang=en#default-item-template) - [Notifications](https://success.join.build/en/knowledge/project-settings?hsLang=en#notifications) - [Print Header](https://success.join.build/en/knowledge/project-settings?hsLang=en#print-header) - [Customize Display](https://success.join.build/en/knowledge/project-settings?hsLang=en#customize-display) - [Projects and Programs](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#main-content) - [Projects and Programs](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#projects-and-programs) - [Projects](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#projects) - [Programs](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#programs) - [Company Settings](https://success.join.build/en/knowledge/company-settings?hsLang=en#main-content) - [Company Settings](https://success.join.build/en/knowledge/company-settings?hsLang=en#company-settings) - [Company Standards](https://success.join.build/en/knowledge/company-settings?hsLang=en#company-standards) - [Join Benchmarking](https://success.join.build/en/knowledge/join-benchmarking?hsLang=en#main-content) - [Project Comparisons Report](https://success.join.build/en/knowledge/join-benchmarking?hsLang=en#project-comparisons-report) - [Join Insights](https://success.join.build/en/knowledge/join-insights?hsLang=en#main-content) - [Join Insights](https://success.join.build/en/knowledge/join-insights?hsLang=en#join-insights) - [Integrations](https://success.join.build/en/knowledge/integrations?hsLang=en#main-content) - [Integrations](https://success.join.build/en/knowledge/integrations?hsLang=en#integrations) - [Security](https://success.join.build/en/knowledge/security?hsLang=en#main-content) - [Frequently Asked Questions](https://success.join.build/en/knowledge/security?hsLang=en#frequently-asked-questions) - [Single Sign-on](https://success.join.build/en/knowledge/security?hsLang=en#single-sign-on) - [AI](https://success.join.build/en/knowledge/ai?hsLang=en) [![Artboard 3@4x-8](https://success.join.build/hs-fs/hubfs/Artboard%203@4x-8.png?width=100&height=69&name=Artboard%203@4x-8.png "Artboard 3@4x-8")](https://join.build) © 2026 - Join | All rights reserved.