Difference between revisions of "Project templates"
(→Create project based on template) |
(→Create project based on template) |
||
| Line 42: | Line 42: | ||
[[file:Project template page create button.jpg|border|1000px]] | [[file:Project template page create button.jpg|border|1000px]] | ||
| + | |||
| + | All the template details, finances, jobs and uploaded files will be copied to the newly created project. | ||
Revision as of 17:15, 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.
Create project based on template
Having completed the project template creation, you may add a new project based on this template by pressing the "Create project" button:
All the template details, finances, jobs and uploaded files will be copied to the newly created project.
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.
