Difference between revisions of "Project templates"
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Revision as of 15:08, 11 April 2018
Project templates page: https://test.protemos.com/project-template/index
Use this menu 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, receivables etc.) for a type of 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.
So first, go to the Projects menu and press the "Templates" button:
It will bring you to the Project templates page.
To create a new project template, press the "New template" button:
Enter the template basic data and press "Create":
to get to the Project templates page
You can also create a new project template by saving a project as a template.
