How to enable project plan templates

When creating a budget for a job in the Plan & Track section, you can save it as a template as a way to efficiently create new jobs that are similar in scope.

Once you have entered your budget:

1. Click on the button to see more actions.
2. Click on Use as template.

This will add the project plan to your list of project plan templates and you will be able to pull its information when creating a project plan for a new job.