How to empty out a template?


Am interested in using the project portfolio template, but have no idea where the information already plugged in is coming from - is there a way to get the same template, but 'empty'?



  • Julie Fortney
    Julie Fortney Overachievers


    All of the templates I've come across have data populated, and while it can be annoying to clear out all of the data, it helps you identify how the template operates.

    If it helps, your data sources will be sheets, so you could focus on those to clear out data. (Though in this example, you wouldn't want to clear out the Portfolio Metrics since that's a rollup sheet. - Just keep an eye out for formulas, which tells you that isn't the source data.)