Difference between revisions of "Project templates"

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''Project templates page: [https://test.protemos.com/project-template/index| https://test.protemos.com/project-template/index]  
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''Project templates page: [https://cloud.protemos.com/project-template/index/ https://cloud.protemos.com/project-template/index]
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 +
Watch our video tutorial on '''Project templates''' — [[File:YT client.png|40px|link=https://youtu.be/TM4aKwhBeVU]]
 
----
 
----
==Project templates creation==
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=='''Сreate project templates'''==
  
 
Use this page to create templates for your projects.
 
Use this page to create templates for your projects.
  
Project templates save you time if your company regularly works on similar types of projects. They provide a standard set of predefined values (client, languages, jobs, files, receivables etc.) for a type of project.
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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.
 
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.
  
So first, go to the '''Projects''' menu and press the '''"Templates"''' button:
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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]]
 +
 
 +
Or you may go to '''Projects=>Projects list''':
 +
 
 +
[[file:Projects menu project list.png|border|170px]]
 +
 
 +
And then click 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, click the '''"New template"''' button:
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 +
[[file:New template button.png|border|1100px]]
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 +
Enter the template basic data and click '''"Create"''':
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 +
[[file: Create new project template.png|border|550px]]
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 +
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).
  
[[file: Project page templates button.jpg|border|1000px]]
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<span style="color:red">'''Note:''' </span> You can also create new project templates by '''<U>[[Save project as template| saving projects as templates]]</U>'''.
  
It will bring you to the '''Project templates''' page.
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[[File:Redirect.jpg|40px|link=Project templates]] Back to the '''table of contents'''.
  
To create a new project template, press the '''"New template"''' button:
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==='''Add jobs'''===
  
[[file: Project templates page new template button.jpg|border|1000px]]
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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":
  
Enter the template basic data and press '''"Create"''':
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[[File:Create job in template.png|border|1070px]]
  
[[file: New project template page.jpg|border|500px]]
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Select the job input files, fill in the mandatory fields and click "Create":
  
It will open the project template page.
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[[File:Create job in template2.png|border|1070px]]
  
==Project template view==
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=='''Project template view'''==
  
The project template page has the following tabs:
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The '''Project template''' page has the following tabs:
  
[[file:Project template page.jpg|border|1000px]]
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[[File:Project template view.png|border|900px]]
  
 
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 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.
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* 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.
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* On the '''<u>[[Project details, Jobs tab|Jobs]]</u>''' tab you may assign jobs to your vendors (e.g. translators, proofreaders etc.).
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 +
*On the '''<u>[[Project details, Workflow tab|Workflow]]</u>''' tab you may  build chains of consecutive jobs by linking the existing jobs or by adding predefined job chain templates.
 +
 
 +
* On the '''<u>[[Project details, Finances tab|Finances]]</u>''' tab you can enter receivables from your client and view payables to your vendors.
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'''Action buttons'''
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*'''"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 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'''.
 +
 
 +
=='''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, click 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 click 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 for 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 click '''"Create project"''' on the '''Project template''' page:
 +
 
 +
[[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.
  
* On the '''<U>[[Project details, Files tab#Project input| Files]]</U>''' tab, you can upload project input files, if necessary, and view the rest of the files related to the project template.
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Then you can set the required deadlines for jobs within the project if any, and add variable project values, if necessary.
  
* On the '''<u>[[Project details, Jobs tab|Jobs]]</u>''' tab, you may assign jobs to your vendors (e.g. translators, proofreaders etc.).
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[[File:Redirect.jpg|40px|link=Project templates]] Back to the '''table of contents'''.
  
* On the '''<u>[[Project details, Finances tab|Finances]]</u>''' tab, you can enter receivables from the client and view payables to your vendors.
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=='''Update project template'''==
  
You can also create a new project template by '''<U>[[Save project as template| saving a project as a template]]</U>'''.
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Go to the template you need and click the '''"Update"''' button:
  
==Create project based on template==
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[[File:Update project template.png|border|900px]]
  
Having completed the project template creation, you may add a new project based on this template by pressing the '''"Create project"''' 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:
  
[[file:Project template page create button.jpg|border|1000px]]
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[[file:Update template page.png|border|600px]]
  
All the template details, finances, jobs and uploaded files will be copied to the newly created project.
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Click '''"Update"''' to confirm changes.
  
Then you will be able to set the project and jobs deadlines, add variable project values, and continue working on the project.
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<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==
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[[File:Redirect.jpg|40px|link=Project templates]] Back to the '''table of contents'''.
 +
 
 +
=='''Search project templates with filters'''==
  
 
By default, you can see all the project templates in your database, 50 per page.  
 
By default, you can see all the project templates in your database, 50 per page.  
Line 59: Line 141:
 
If you want to hide or display some templates from the list, you may apply filters.  
 
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|30px]] button in the upper right corner:  
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You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:  
  
[[File:Proj temp filter isn't applied.jpg|1000px]]
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[[File:Project tempate filter.png|border|1100px]]
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So you can enter the data into the appropriate fields and click '''"Apply"'''.
 
   
 
   
So, you can enter the data into the appropriate fields and press the "'''Apply'''" button, see example:
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If the filter  is applied, the header turns blue:
 +
 
 +
[[File:14.png|border|900px]]
 +
 
 +
You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.
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 +
<span style="color:red">'''Note''':</span> The hidden filter remains activated.
  
[[File:Proj temp filter is applied.jpg|border|1000px]]
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You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
 
As you can see, the filter header turns red. It means that the filter is applied.  
 
  
You may collapse (hide) the filter interface by pressing the [[File:filter arrow red.jpg|border|30px]] button.  
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<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.  
  
Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.  
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To inactivate the filter, click the '''"Clear"''' button.  
  
You can expand the collapsed filter back by pressing the [[File:filter arrow red.jpg|border|30px]] again.
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The header color will turn to gray, which means that no filter is not applied:
  
Please note that the applied filter is remembered, so it will remain even if you leave the page.  
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[[File:S1.png|border|900px]]
  
To inactivate the filter, press the "'''Clear'''" button. The header color will turn to gray, which means that no filter is currently applied.
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[[File:Redirect.jpg|40px|link=Project templates]] Back to the '''table of contents'''.
  
 
=='''Project templates filters description'''==
 
=='''Project templates filters description'''==
  
*'''Client''' - displays only the projects templates for a specific client.
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*'''Client'''—displays only the projects templates for a specific client.
  
*'''Project name''' - displays only the projects templates with the name containing the specified text.
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*'''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.
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*'''Specialization'''—displays only the projects templates with the defined specialization.
  
*'''Specialization''' - displays only the projects templates with the specified specialization.
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*'''Created by'''—displays only the projects templates created by the specified manager.
  
*'''Author''' - displays only the projects templates created by the specified manager.
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*'''Primary manager'''—displays only the projects templates for a specific primary manager.
  
*'''Primary manager''' - displays only the projects templates for a specific primary manager.
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*'''Secondary manager'''—displays only the projects templates for a specific secondary manager.
  
*'''Secondary manager''' - displays only the projects templates for a specific secondary manager.
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*'''Description'''—displays only the projects templates with the description containing the specified text.
  
*'''Free of charge''' - displays only the projects templates marked as free of charge.
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*'''Has jobs'''—displays only the projects templates with or without jobs in accordance with the filter value applied (Yes, No).
  
*'''No jobs''' - displays only the projects templates without jobs.
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*'''Free of charge'''—displays only the projects templates marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).
  
== '''Opening project templates and client profiles''' ==
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[[File:Redirect.jpg|40px|link=Project templates]] Back to the '''table of contents'''.
 +
 
 +
== '''Open project templates and client profiles''' ==
  
 
You can click items in the table to open corresponding pages:
 
You can click items in the table to open corresponding pages:
  
[[file:Proj temp list items.jpg|border|1000px]]
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[[file:Project templates list items.png|border|1100px]]
 +
 
 +
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 '''<U>[[Project templates#Project template view|Project template details]]</U>''' page, please, click the required project template name in the list.
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To open the necessary '''<U>[[Client view page – General info tab|client profile]]</U>''' page, please click the client name in the list.
  
To open the corresponding '''<U>[[Client view page – General tab|Client profile]]</U>''' page, please, click the required client name in the list.
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[[File:Redirect.jpg|40px|link=Project templates]] Back to the '''table of contents'''.

Latest revision as of 16:48, 21 September 2022

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

Watch our video tutorial on Project templatesYT client.png


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, click the Projects menu on the top panel and then click Project templates:

Projects menu project templates.png

Or you may go to Projects=>Projects list:

Projects menu project list.png

And then click the "Templates" button:

Projects template button.png

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

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

New template button.png

Enter the template basic data and click "Create":

Create new project template.png

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.

Redirect.jpg 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":

Create job in template.png

Select the job input files, fill in the mandatory fields and click "Create":

Create job in template2.png

Project template view

The Project template page has the following tabs:

Project template view.png

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 clicking 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 Workflow tab you may build chains of consecutive jobs by linking the existing jobs or by adding predefined job chain templates.
  • On the Finances tab you can enter receivables from your client and view payables to your vendors.

Action buttons

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

Template deletion warning.jpg

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.

Redirect.jpg Back to the table of contents.

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, click the Projects menu on the top panel and then click Project templates:

Projects menu project templates.png

Or you may go to Projects → Projects list:

Projects menu project list.png

And then click the "Templates" button:

Projects template button.png

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

Click on the "Create project" button in the line for the template you need (first, this project template should be created):

Project template list create.png

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

Project template list select.png

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

Create project from template.png

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.

Redirect.jpg Back to the table of contents.

Update project template

Go to the template you need and click the "Update" button:

Update project template.png

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

Update template page.png

Click "Update" to confirm changes.

Note: If the project template has receivables that are linked to a client, the client cannot be changed.

Redirect.jpg Back to the table of contents.

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 clicking the Filter arrow gray.jpg button in the upper right corner:

Project tempate filter.png

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

If the filter is applied, the header turns blue:

14.png

You may hide the filter interface by clicking the Blue arrow.jpg button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by clicking Blue arrow.jpg again.

Note: The applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, click the "Clear" button.

The header color will turn to gray, which means that no filter is not applied:

S1.png

Redirect.jpg Back to the table of contents.

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).

Redirect.jpg Back to the table of contents.

Open project templates and client profiles

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

Project templates list items.png

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.

Redirect.jpg Back to the table of contents.