Difference between revisions of "Project templates"
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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 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. | + | * 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. |
* 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. | * 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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* On the '''<u>[[Project details, Finances tab|Finances]]</u>''' tab, you can enter receivables from the client and view payables to your vendors. | * 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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| + | Here you may create a new project based on this template or delete the template by pressing the corresponding buttons. | ||
You can also create a new project template by '''<U>[[Save project as template| saving a project as a template]]</U>'''. | You can also create a new project template by '''<U>[[Save project as template| saving a project as a template]]</U>'''. | ||
Revision as of 16:42, 11 April 2018
Project templates page: https://test.protemos.com/project-template/index
Project templates creation
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.
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":
The project template page will be displayed with the following tabs:
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, if necessary, and view the rest of the files 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 the client and view payables to your vendors.
Here you may create a new project based on this template or delete the template by pressing the corresponding buttons.
You can also create a new project template by saving a project as a template.
