One of the most useful features of Milestones PM+ Premium Edition is the ability to make use of advanced project templates. Export and import custom fields including pre-populating the field value, such as Resource assignment or Project owner (versus the user creating the project from the template), as well as To-Do List items.
Reuse templates for automatic project creation when an Opportunity is Closed/Won or an Account type changes from prospect to customer or partner using Process Builder, or manually based on Object or record type.
