How do I create a form that will auto-populate each time a new project is created?

I am looking to create a form within a portfolio that will automatically populate each time a new project is created within that portfolio. For example, the portfolio is the upcoming school year (2023-2024) and each new project is a different school district. I need a form that gathers specific information, but that will also be a part of opening a new project within the portfolio.
Thank you!

Welcome, @Dustin_Billings,

You’d want to start by creating a project template including your form, either from scratch or from an existing project (probably a copy of an existing project). See this for more info:

The project template can specify a portfolio(s) into which projects created from it will go.

Additionally, you can add the template to a portfolio here:

which will then present it here:



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