Difference between revisions of "Project templates"

Revision as of 13:53, 15 July 2020

Project templates page: https://cloud.protemos.com/project-template/index

Watch our video tutorial on Project templates —

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:

Or you may go to Projects=>Projects list:

And then press the "Templates" button:

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

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

Enter the template basic data and press "Create":

It will open the Project template page where you can add the required template values (files, jobs, and finances).

Note: You can also create new project templates by saving projects as templates.

Project template view

The Project template page has the following tabs:

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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 Details tab contains the project template details you entered during the template creation. You can update them by pressing the "Update" button.

• On the Files 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 Jobs tab you may assign jobs to your vendors (e.g. translators, proofreaders etc.).

• On the Finances tab you can enter receivables from your client and view payables to your vendors.

Action buttons

• "Create project"—creates a new project based on this template.

• "Update"—opens the Update project template page.

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

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:

Or you may go to Projects=>Projects list:

And then press the "Templates" button:

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 project template should be created):

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

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

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It will open the Update project details 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:

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

Press "Update" to confirm changes.

Note: 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 button in the upper right corner:

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So you can enter the data into the appropriate fields and press "Apply".

If the filter is applied, the header turns blue:

You may hide the filter interface by pressing the button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by pressing again.

Note: 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 not 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.

• Specialization—displays only the projects templates with the defined specialization.

• Created by—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.

• Description—displays only the projects templates with the description containing the specified text.

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

• 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:

To open the project template page you need, please click its name in the list.

To open the necessary client profile page, please click the client name in the list.