---
title: "Project Set-up – Worked Example T&M Project"
description: "## 1. Create Project from Template This step assumes that you created a project template ahead of time. From menu Projects > List Projects select the Create from Template from the \"more\" toolbar button menu. Select a template from the…"
url: "https://www.ibe.net/docs/project-set-up-worked-example-tm-project/"
updated: "2026-01-05"
category: "Project & Tasks / Commercial Aspects of Billable Projects"
---

# Project Set-up – Worked Example T&M Project

## 1. Create Project from Template

This step assumes that you created a project template ahead of time. From menu Projects > List Projects select the Create from Template from the "more" toolbar button menu.

Select a template from the sub-menu (list of template projects in your library).

Use a consistent naming convention for templates if you have several in your company so people can find them (e.g. fixed vs. hourly)