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] | ''Project templates page: [https://test.protemos.com/project-template/index| https://test.protemos.com/project-template/index] | ||
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| − | Use this | + | 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, receivables etc.) for a type of project. | 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. | ||
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[[file: New project template page.jpg|border|500px]] | [[file: New project template page.jpg|border|500px]] | ||
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| + | It will open the '''Project template''' page: | ||
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| + | [[file:PTemp page.jpg|border|1000px]] | ||
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| + | Here you may create a new project based on this template, update or delete it by pressing the corresponding buttons. | ||
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Revision as of 15:20, 11 April 2018
Project templates page: https://test.protemos.com/project-template/index
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, 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":
It will open the Project template page:
Here you may create a new project based on this template, update or delete it by pressing the corresponding buttons.
to get to the Project templates page
You can also create a new project template by saving a project as a template.
