Making a template

A project can be turned into a template at any time.  By clicking on the "edit" button next to the tracker heading in the Project homepage and then selecting "Make this tracker a template".

When to create a template depends on the situation.  Consider the following situations:

  1. If you know that you have a precinct-development that will have many of the same-type of project with pre-approved credits in the rating then it would be wise to spend time preparing a blank-template at the start which you then base all projects on.
  2. If you have a project that has gone particularly well and you think that that should become the gold-standard for future assessments then you could turn that tracker into a template at the end of the project and base future trackers on that structure.