Difference between revisions of "Project templates"

Revision as of 09:20, 12 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:

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It will bring you to the Project templates page.

To create a new project template, press the "New template" button:

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Enter the template basic data and press "Create":

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The project template page will be displayed with the following tabs:

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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 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.

You can also create a new project template by saving a project as a template.

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:

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All the template details, finances, jobs and uploaded files will be copied to the newly created project.

Then you will be able to set the project and jobs deadlines, add variable project values, and continue working on the project.

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 pressing the button in the upper right corner:

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So, you can enter the data into the appropriate fields and press the "Apply" button, see example:

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As you can see, the filter header turns red. It means that the filter is applied.

You may collapse (hide) the filter interface by pressing the 30px button.

Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.

You can expand the collapsed filter back by pressing the 30px again.

Please note that the applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, press the "Clear" button. The header color will turn to gray, which means that no filter is currently applied.

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.

• Description - displays only the projects templates with the description containing the specified text.

• Specialization - displays only the projects templates with the specified specialization.

• Primary manager - displays only the projects templates for a specific primary manager.

• Secondary manager - displays only the projects templates for a specific secondary manager.

• Project code - displays only the projects with the code containing the entered value.

• Statuses - displays only the projects with the specified status (Active, Completed, Canceled).

• Start date - displays only the projects which were started in the specified period of time.

• Deadline date - displays only the projects with deadlines in the specified period of time.

• Completion date - displays only the projects which were completed in the specified period of time.

• Receivable PO - displays only the projects containing the entered PO number determined by the client.

• Overdue - displays only the overdue projects.

• Free of charge - displays only the projects marked as free of charge.

• Chargeable without receivables - displays only the projects with no receivables entered to pay by the client.

• No jobs - displays only the projects without jobs.

• Having chargeable jobs without payables - displays only the projects having chargeable jobs with no payable entered for the vendor.

• Created from quote - displays only the created from quote projects.