---
title: "How to Create and Use Project Templates in Eturnity"
url: "https://eturnity.productfruits.help/en/article/how-to-create-and-use-project-templates-in-eturnity"
language: "en"
last_updated: "2025-09-22T12:19:29.109Z"
---

# How to Create and Use Project Templates in Eturnity

Learn how to create, configure, and use project templates in Eturnity.

## Understanding Project Templates

They contain complete system configurations with all main components, installation services, and additional equipment pre-configured for instant deployment.

### What Project Templates Include

Each project template is a comprehensive package containing:

-   **Main Components:** PV panels, inverters, battery storage, mounting systems
-   **Installation Services:** Labor, setup, commissioning services
-   **Additional Components:** Cables, monitoring, protective equipment
-   **Technology Configuration:** Compatible with multiple technology types (PV, Battery, E-Mobility)

### Project Template vs. Main Component Template

**Project Templates:** Complete system packages with all technologies and components for full project deployment  
**Main Component Templates:** Single main component plus related accessories (e.g., PV panel + optimizers)

## Prerequisites

-   **User Permissions:** Administrator 
-   **License Requirements:** Available in Full License (Partner License has limited template access)
-   **Required Setup:** Component library must be configured with pricing
-   **Access:** Navigate to **Library → Project Templates**

## Creating Your First Project Template

### Step 1: Access Template Management

1.  Navigate to **Library** in the main menu
2.  Click on **Project Templates**
3.  Click the **\+** green button

### Step 2: Define Basic Information

Configure the template foundation with clear identification:

-   **Template Name:** Use descriptive names like "Residential 10kW Standard" or "Commercial Flat Roof 50kW"
-   **Description:** Include when to use this template and key features (e.g., "Standard residential system for single-family homes with south-facing roofs")
-   **Technology Selection:** Choose PV, Battery, E-Mobility combinations based on your target market

### Step 3: Configure Component Packages

Build your complete system configuration:

-   **Select Main Components:** Choose compatible PV panels, inverters, and battery systems from your library
-   **Add Installation Services:** Include standard labor, design, and commissioning services
-   **Include Other Components:** Add cables, monitoring systems, safety equipment,...

### Step 4: Save and Test

1.  Click **Save** to create your project template
2.  Test the template by creating a sample project
3.  Verify all components load correctly and pricing calculates as expected
4.  Make adjustments if needed and save the final version

## Using Project Templates in Projects

### Creating New Projects with Templates

1.  Click **Create Project** from the project dashboard
2.  Enter customer information and project address
3.  In the **Project Template** dropdown, select your desired template
4.  Click **Create Project** - all components load automatically

### Customizing Template-Based Projects

Templates provide the foundation, but projects can be customized for specific requirements:

-   **Add Special Components:** Include scaffolding, electrical upgrades, or specialized equipment
-   **Adjust Quantities:** Modify for specific system sizes or customer needs
-   **Remove Unnecessary Items:** Eliminate components not needed for specific projects