Difference between revisions of "Save project as template"
| Line 15: | Line 15: | ||
Here you may create a new project based on this template, update or delete it by pressing the corresponding buttons. | Here you may create a new project based on this template, update or delete it by pressing the corresponding buttons. | ||
| + | |||
| + | <span style="color:red">'''Note:''' When you save projects as templates, the following items are not copied: CAT log files, CAT log based receivables and payables, discounts and extra charges for client receivables, if any.</span> | ||
For more information on project template tabs and action buttons, please see the '''<U>[[Project templates#Project template view|Project template view]]</U>''' section. | For more information on project template tabs and action buttons, please see the '''<U>[[Project templates#Project template view|Project template view]]</U>''' section. | ||
Revision as of 10:23, 23 April 2018
Project template page: https://test.protemos.com/project-template/view?id=XX (replace XX with the valid project template number)
You can save a project as a template.
In that case, the project details, finances, jobs and uploaded files will be copied to a new template.
To do so, press the "Save as template" button:
It will open the Project template page:
Here you may create a new project based on this template, update or delete it by pressing the corresponding buttons.
Note: When you save projects as templates, the following items are not copied: CAT log files, CAT log based receivables and payables, discounts and extra charges for client receivables, if any.
For more information on project template tabs and action buttons, please see the Project template view section.
