Difference between revisions of "Project templates"
| Line 7: | Line 7: | ||
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. | 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: | ||
| + | [[file: Project page templates button.jpg|border|1000px]] | ||
| + | It will bring you to the '''Project templates''' page. | ||
| + | |||
| + | To create a new project template, press the '''"New template"''' button: | ||
| + | |||
| + | [[file: Project templates page new template button.jpg|border|1000px]] | ||
| + | |||
| + | Enter the basic template data and press '''"Create"''': | ||
| + | |||
| + | [[file: New project template page.jpg|border|500px]] | ||
| + | |||
| + | |||
| + | |||
| + | to get to the '''Project templates''' page | ||
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 15:05, 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 basic template 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.
