Copying a template

This procedure describes how to copy a template from the Template manager, which enables you to create another template without having to type and select the required criteria multiple times.

This option is only available after you have created at least one template. You cannot duplicate pre-defined templates.

To copy a template:

  1. From the Tools domain, in the Planning area, select Templates.

    The Template Manager appears.

  2. Select the template that want to copy.
  3. From the Templates menu, select Duplicate.
  4. In the Name field, type a different name for the template, and click Save Template.

    The Templates properties pane appears on the right.

  5. Edit the template as needed.
  6. Click Save Template.

Parent Topic

Templates