View source for Project templates

''Project templates page: [https://cloud.protemos.com/project-template/index/ https://cloud.protemos.com/project-template/index] 
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=='''Сreate project templates'''==

Use this page to create templates for your projects.

Project templates save you time if you regularly work on similar types of projects. They provide a standard set of predefined values (client, languages, jobs, files, receivables etc.) for a type of the project.

In other words, you don’t have to start all over again each time you need to create a similar project. After you build the foundation you will just have to add variable project values.

To create the template you need, press the '''Projects''' menu on the top panel and then click '''Project templates''':

[[file: Projects menu project templates.png|border|170px]]

Or you may go to '''Projects=>Projects list''':

[[file:Projects menu project list.png|border|170px]]

And then press the '''"Templates"''' button:

[[file: Projects template button.png|border|1100px]]

Both of these actions will bring you to the '''Project templates''' page.

Now to create a new project template, press the '''"New template"''' button:

[[file:New template button.png|border|1100px]]

Enter the template basic data and press '''"Create"''':

[[file: Create new project template.png|border|550px]]

It will open the '''<U>[[Project templates#Project template view|Project template]]</U>''' page where you can add the required template values (files, jobs, and finances).

<span style="color:red">'''Note:''' </span> You can also create new project templates by '''<U>[[Save project as template| saving projects as templates]]</U>'''.

=='''Project template view'''==

The '''Project template''' page has the following tabs:

[[file:Project template page.jpg|border|1000px]]

The project template tabs are very similar to the project tabs (for more detailed information, please follow the links in the brief descriptions below):

* The '''<u>[[Project details, Details tab|Details ]]</u>''' tab contains the project template details you entered during the template creation. You can update them by pressing the '''"Update"''' button.

* On the '''<U>[[Project details, Files tab#Project input| Files]]</U>''' tab you can upload project input files and links to files, if necessary, and view the rest of the files and links related to the project template.

* On the '''<u>[[Project details, Jobs tab|Jobs]]</u>''' tab you may assign jobs to your vendors (e.g. translators, proofreaders etc.).

* On the '''<u>[[Project details, Finances tab|Finances]]</u>''' tab you can enter receivables from your client and view payables to your vendors.

'''Action buttons'''

*'''"Create project"'''—creates a '''<U>[[Project templates#Create project based on template| new project based on this template]]</U>'''.

*'''"Update"'''—opens the '''<u>[[Project templates#Update project template|Update project template]]</u>''' page.

*'''"Delete"'''—deletes the project template. The system will warn you:

[[File:Template deletion warning.jpg|border|400px]]

If you press '''"OK"''', all the template data and files will be deleted with no option for recovery, so please be careful using this button.

=='''Create project based on template'''==

You can create a project from a template.

All the project template details, finances, jobs and uploaded files will be copied to the new project.

To do so, press the '''Projects''' menu on the top panel and then click '''Project templates''':

[[file: Projects menu project templates.png|border|170px]]

Or you may go to '''Projects=>Projects list''':

[[file:Projects menu project list.png|border|170px]]

And then press the '''"Templates"''' button:

[[file: Projects template button.png|border|1100px]]

Both of these actions will bring you to the '''Project templates''' page.

Click on the '''"Create project"''' button in the line fo the template you need (first, this '''<U>[[Project templates#Сreate project templates|project template should be created]]</U>'''):

[[file:Project template list create.png|border|1100px]]

Or you can open the required template by clicking on its name:

[[file:Project template list select.png|border|1100px]]

And then press '''"Create project"''' on the '''Project template''' page:

[[file:Create project from template.png|border|1100px]]

It will open the '''<U>[[New project/Update project details#Update project| Update project details ]]</U>'''page of the newly created project, where you can change the project details and set a new deadline for this project.

Then you can set the required deadlines for jobs within the project if any, and add variable project values, if necessary.

=='''Update project template'''==

Go to the template you need and press the '''"Update"''' button:

[[file:Update templete button.png|border|1100px]]

It will bring you to the '''Update project template''' page where you can amend the basic details of the template:

[[file:Update project template page.jpg|border|400px]]

Press "'''Update'''" to confirm changes.

<span style="color:red">'''Note:''' </span> If the project template has receivables that are linked to a client, the client cannot be changed.

=='''Search project templates with filters'''==

By default, you can see all the project templates in your database, 50 per page. 

If you want to hide or display some templates from the list, you may apply filters. 

You can hide or display filter fields by pressing  the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner: 

[[File:Project templates filter.jpg|1000px]]
 
So, you can enter the data into the appropriate fields and press the "'''Apply'''" button, see example:

[[File:Project template filter applied.jpg|border|1000px]]
 
As you can see, the filter header turns blue. It means that the filter is applied. 

You may collapse (hide) the filter interface by pressing the [[File:Blue arrow.jpg|border|30px]] button. 

Please remember the collapsed filter remains activated, and it is clearly indicated by the blue color. 

You can expand the collapsed filter back by pressing the [[File:Blue arrow.jpg|border|30px]] again.

Please note that the applied filter is remembered, so it will remain even if you leave the page. 

To inactivate the filter, press the "'''Clear'''" button. The header color will turn to gray, which means that no filter is currently applied.

=='''Project templates filters description'''==

*'''Client''' - displays only the projects templates for a specific client.

*'''Project name''' - displays only the projects templates with the name containing the specified text.

*'''Description''' - displays only the projects templates with the description containing the specified text.

*'''Specialization''' - displays only the projects templates with the specified specialization.

*'''Author''' - displays only the projects templates created by the specified manager.

*'''Primary manager''' - displays only the projects templates for a specific primary manager.

*'''Secondary manager''' - displays only the projects templates for a specific secondary manager.

*'''Has jobs''' - displays only the projects templates with or without jobs in accordance with the filter value applied (Yes, No).

*'''Is free of charge''' - displays only the projects templates marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).

== '''Open project templates and client profiles''' ==

You can click items in the table to open corresponding pages:

[[file:Proj temp list items.jpg|border|1000px]]

To open the '''<U>[[Project templates#Project template view|Project template details]]</U>''' page, please click the required project template name in the list.

To open the '''<U>[[Client view page – General tab|Client profile]]</U>''' page, please click the required client name in the list.