Difference between revisions of "Project templates"

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 templates —

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:

Or you may go to Projects=>Projects list:

And then click the "Templates" button:

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

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

Enter the template basic data and click "Create":

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.

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":

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

Project template view

The Project template page has 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 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

• "Create project"—creates a new project based on this template.

• "Update"—opens the Update project template page.

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

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.

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:

Or you may go to Projects → Projects list:

And then click the "Templates" button:

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):

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

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

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.

Back to the table of contents.

Update project template

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

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

Click "Update" to confirm changes.

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

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 button in the upper right corner:

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

If the filter is applied, the header turns blue:

You may hide the filter interface by clicking the button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by clicking 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:

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).

Back to the table of contents.

Open project templates and client profiles

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

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.

Back to the table of contents.