How can I set up project templates?

Harvest doesn't have explicit features for setting up project templates, but you can create projects with the preferred settings and then duplicate them whenever you want to create a new project with those same settings.

You may find it helpful to pin those templates to the top of your Projects Overview page so you can easily find them:


You can also enter details about when to use a particular template in the Notes section of the New Project page. Those notes will then appear on the Project Analysis page:



Did you find this article helpful?

Still have questions? We’re happy to help!

Contact Us