Apply a Folder Template

Apply folder templates to project, portfolio, program, or idea folders to copy a folder structure and file set. You can delete any files or folders that are not applicable without affecting the template.

To apply a folder template:

  1. Navigate to the files page
  2. On the File List page, select a folder, select the Context menu, and then select Apply Template.
  3. In the Apply Template to Selected Folder dialog box, select a template, and select OK.

    You will receive a notification when the template application is complete.

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