---
title: "Project templates"
slug: "bc-project-templates"
description: "Streamline your projects with templates for structure, budgeting, and invoicing. Learn how to load and utilize project task templates effectively."
updated: 2026-06-25T07:58:43Z
published: 2026-06-25T09:59:17Z
canonical: "docs.staedean.com/bc-project-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Project templates

Templates make projects repeatable. When a company regularly runs the same type of projects, or projects with the same structure, that experience and knowledge can be embedded in templates. When creating a new project or a project quote, select a template to quickly create a project structure.

The following templates can be used:

- [Project template](/business-central/docs/bc-project-template): define the header for the project or the project quote version. The base template can also hold a master template and an invoice template.
- [Project task template](/business-central/docs/bc-project-task-template): define default structures and the budget. Linked from the base template (optional) or loaded to build the project structure in a modular way.
- [Invoice template](/business-central/docs/bc-invoice-template): define the invoicing method for the project and set different payment schedules for the fixed price method. Can be linked to the base template.

![Templates](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/Templates.png)

## Steps - Load template

You can insert project task templates in a project task list with the **Load Template** action:

1. From the **Project Tasks** line menu, open **Functions** > **Load Template**.
2. A pop-up asks: "Do you want to load a master template?"
3. Complete the following fields and confirm with **Yes**:

| Field | Description |
| --- | --- |
| Master Template Code | Select a released master template code. |
| Load Tasks | Enable to load the project tasks from the selected master template. Default is **true**. |
| Task Starting No. | Specify a starting number for the new project tasks. The first number includes the step size. |
| Step-size Task Nos. | Specify a number as the interval between the new project task numbers. |
| Load Elements | Enable to load the project elements from the selected master template. Default is **false**. |
| Element Starting No. | Specify a starting number for the new project elements. The first number includes the step size. |
| Step-size Element Nos. | Specify a number as the interval between the new project element numbers. |
| Load Activities | Enable to load the project activities from the selected master template. Default is **false**. |
| Activity Starting No. | Specify a starting number for the new project activities. The first number includes the step size. |
| Step-size Activity Nos. | Specify a number as the interval between the new project activity numbers. |

You can also select a surcharge model per project task as a template for surcharges such as risk and project management. Use elements and activities to create cost breakdown structures and activity breakdown structures for the project.

> [!NOTE]
> **Note** The use of templates as well as elements and activities is optional within Industrial Equipment Manufacturing.

## Related

- [Project template](/bc-project-template.md)
- [Project task template](/bc-project-task-template.md)
- [Invoice template](/bc-invoice-template.md)
- [Surcharges](/bc-surcharges.md)