---
title: Copy Project-level Office Document Templates
slug: rm/copy-project-level-office-document-templates
docTags: 
createdAt: 2026-06-09T13:38:44.501Z
---

In cases where you want to create a project-level Office Document Template similar to one that exists in the project with slight changes, you can copy the existing Project Template and make alterations as needed.

:::hint{type="info"}
To copy project-level Office Document Templates in the Administration Portal, users must have the "Manage Project Configuration" privilege in their Project Administrator Role. For more information on Project Administrator Roles, see [Manage Project Administrator Roles](docId\:Eq1A2DjVyMUzu7aa-nfnw).
:::

To copy a project-level Office Document Template for one of your Blueprint projects:

1. In the Administration Portal, click **Projects** and select the project with the project-level Office Document Template you want to copy.
   For information on how to access the Admin Portal, see [About the Administration Portal](docId\:aLbD8Z84lBz7JCfOAlGu5).
2. Under **Projects**, click **Advanced Settings** and select **Project Templates**.

   ![](https://files.helpdocs.io/4rdnduk17o/articles/0j0a7c7zqk/1590536957459/project-templates.png)
3. On the Project Templates page, click the template you want to copy.

   ![](https://files.helpdocs.io/4rdnduk17o/articles/0j0a7c7zqk/1590536966886/project-templates-list-page.png)
4. Click **Copy** at the bottom of the page.

   ![](https://files.helpdocs.io/4rdnduk17o/articles/0j0a7c7zqk/1590538353144/copy-project-templates-3.png)
5. Click the template name in the header and re-name the template as needed.
6. You can edit the settings for the copied template by selecting or clearing the corresponding checkboxes or editing the values in the following fields:
7. **Include Files** — If selected, the generated document is packaged in a .zip file with all associated documents and attachments in the artifact.
8. **Rich Text Formatting** — If selected, any rich text formatting in Blueprint is preserved in the generated document.
9. **Font Size Scale** — Edit the percentage you want to scale font size to within rich text fields in the generated document.

:::hint{type="info"}
Font size scale must be a whole number between 50 and 500 percent.
:::

4. **Include Open Discussions** — If selected, open discussions are included in the generated document.
5. **Include Closed Discussions** — If selected, closed discussions are included in the generated document.
6. **Attach Source Data to Document Output** — If selected, the generated document is packaged in a .zip file with the project XML data that was used to generate the document.
   The project XML data can be useful if:
   \- you want to author a template using data and image references from your project
   \- you are debugging a problem with the template you are using
   \- you want to provide Blueprint support with the project XML data that generated the template
7. Select the **Prompt for User Input** checkbox if you want the User Inputs table content to be displayed to the user during document generation.
   For more information regarding user input, see [Add User Inputs to Project-level Office Document Templates](docId\:QwZrCjm9Vp0A-g4lKBrqn).
8. Click **Save**.

   ![](https://files.helpdocs.io/4rdnduk17o/articles/0j0a7c7zqk/1590538374490/copy-project-templates-4.png)

