Project templates - Revision history

Andrii: /* Сreate project templates */

2025-09-06T15:16:45Z

‎Сreate project templates

Andrii at 15:15, 6 September 2025

2025-09-06T15:15:31Z

Andrii at 14:48, 21 September 2022

2022-09-21T14:48:38Z

Andrii at 08:09, 5 September 2022

2022-09-05T08:09:18Z

Andrii: /* Create project based on template */

2022-09-02T09:25:13Z

‎Create project based on template

Andrii: /* Create project based on template */

2022-09-02T09:25:00Z

‎Create project based on template

Andrii: /* Сreate project templates */

2022-08-15T12:45:49Z

‎Сreate project templates

Artem at 09:22, 16 April 2021

2021-04-16T09:22:10Z

Aleksandra.d: /* Update project template */

2021-04-05T09:04:42Z

‎Update project template

Aleksandra.d: /* Create project based on template */

2021-04-05T09:03:48Z

‎Create project based on template

@@ Line 11: / Line 11: @@
 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.
-<span style="color:orange">'''Note:'''</span> The ability to use project templates is available only for the managers with the "Administrator" and "Project and finance manager	".
+<span style="color:orange">'''Note:'''</span> The ability to use project templates is available only for managers with the "Administrator" and "Project and finance manager	".
 To create the template you need, click the '''Projects''' menu on the top panel and then click '''Project templates''':

← Older revision		Revision as of 15:15, 6 September 2025
Line 10:		Line 10:

	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.		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.
		+
		+	<span style="color:orange">'''Note:'''</span> The ability to use project templates is available only for the managers with the "Administrator" and "Project and finance manager ".

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

@@ Line 11: / Line 11: @@
 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''':
+To create the template you need, click the '''Projects''' menu on the top panel and then click '''Project templates''':
 [[file: Projects menu project templates.png|border|170px]]
@@ Line 19: / Line 19: @@
 [[file:Projects menu project list.png|border|170px]]
-And then press the '''"Templates"''' button:
+And then click the '''"Templates"''' button:
 [[file: Projects template button.png|border|1100px]]
@@ Line 25: / Line 25: @@
 Both of these actions will bring you to the '''Project templates''' page.
-Now to create a new project template, press the '''"New template"''' button:
+Now to create a new project template, click the '''"New template"''' button:
 [[file:New template button.png|border|1100px]]
-Enter the template basic data and press '''"Create"''':
+Enter the template basic data and click '''"Create"''':
 [[file: Create new project template.png|border|550px]]
@@ Line 57: / Line 57: @@
 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.
+* 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 clicking 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.
@@ Line 77: / Line 77: @@
 [[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.
+If you click '''"OK"''', all the template data and files will be deleted with no option for recovery, so please be careful using this button.
 [[File:Redirect.jpg|40px|link=Project templates]] Back to the '''table of contents'''.
@@ Line 87: / Line 87: @@
 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''':
+To do so, click the '''Projects''' menu on the top panel and then click '''Project templates''':
 [[file: Projects menu project templates.png|border|170px]]
@@ Line 95: / Line 95: @@
 [[file:Projects menu project list.png|border|170px]]
-And then press the '''"Templates"''' button:
+And then click the '''"Templates"''' button:
 [[file: Projects template button.png|border|1100px]]
@@ Line 109: / Line 109: @@
 [[file:Project template list select.png|border|1100px]]
-And then press '''"Create project"''' on the '''Project template''' page:
+And then click '''"Create project"''' on the '''Project template''' page:
 [[File:Create project from template.png|border|900px]]
@@ Line 121: / Line 121: @@
 =='''Update project template'''==
-Go to the template you need and press the '''"Update"''' button:
+Go to the template you need and click the '''"Update"''' button:
 [[File:Update project template.png|border|900px]]
@@ Line 129: / Line 129: @@
 [[file:Update template page.png|border|600px]]
-Press '''"Update"''' to confirm changes.
+Click '''"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.
@@ Line 141: / Line 141: @@
 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:
+You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
 [[File:Project tempate filter.png|border|1100px]]
-So you can enter the data into the appropriate fields and press '''"Apply"'''.
+So you can enter the data into the appropriate fields and click '''"Apply"'''.
 If the filter  is applied, the header turns blue:
@@ Line 151: / Line 151: @@
 [[File:14.png|border|900px]]
-You may hide the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.
+You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.
 <span style="color:red">'''Note''':</span> The hidden filter remains activated.
-You can expand the hidden filter back by pressing [[File:Blue arrow.jpg|border|25px]] again.
+You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
 <span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.
-To inactivate the filter, press the '''"Clear"''' button.
+To inactivate the filter, click the '''"Clear"''' button.
 The header color will turn to gray, which means that no filter is not applied:

@@ Line 197: / Line 197: @@
 To open the '''<U>[[Project templates#Project template view|project template page]]</U>''' you need, please click its name in the list.
-To open the necessary '''<U>[[Client view page – General tab|client profile]]</U>''' page, please click the client name in the list.
+To open the necessary '''<U>[[Client view page – General info tab|client profile]]</U>''' page, please click the client name in the list.
 [[File:Redirect.jpg|40px|link=Project templates]] Back to the '''table of contents'''.

@@ Line 113: / Line 113: @@
 [[File:Create project from template.png|border|900px]]
-It will open the '''<U>[[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.
+It will open the '''<U>[[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.

← Older revision		Revision as of 12:45, 15 August 2022
Line 38:		Line 38:

	[[File:Redirect.jpg\|40px\|link=Project templates]] Back to the '''table of contents'''.		[[File:Redirect.jpg\|40px\|link=Project templates]] Back to the '''table of contents'''.
		+
		+	==='''Add jobs'''===
		+
		+	You can also add jobs within the project template. To do so, go to the '''Jobs''' section of the project template and click "Add job":
		+
		+	[[File:Create job in template.png\|border\|1070px]]
		+
		+	Select the job input files, fill in the mandatory fields and click "Create":
		+
		+	[[File:Create job in template2.png\|border\|1070px]]

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

@@ Line 36: / Line 36: @@
 <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'''==
@@ Line 66: / Line 68: @@
 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'''==
@@ Line 102: / Line 106: @@
 Then you can set the required deadlines for jobs within the project if any, and add variable project values, if necessary.
 =='''Update project template'''==
@@ Line 116: / Line 122: @@
 <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'''==
@@ Line 146: / Line 154: @@
 [[File:S1.png|border|900px]]
 =='''Project templates filters description'''==
@@ Line 166: / Line 176: @@
 *'''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''' ==
@@ Line 176: / Line 188: @@
 To open the necessary '''<U>[[Client view page – General tab|client profile]]</U>''' page, please click the client name in the list.

@@ Line 107: / Line 107: @@
 Go to the template you need and press the '''"Update"''' button:
-[[File:Upd templt.png|border|900px]]
+[[File:Update project template.png|border|900px]]
 It will bring you to the '''Update project template''' page where you can amend the basic details of the template:

@@ Line 97: / Line 97: @@
 And then press '''"Create project"''' on the '''Project template''' page:
-[[File:Create from.png|border|900px]]
+[[File:Create project from template.png|border|900px]]
 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.