Difference between revisions of "Project templates"
(→Update project template) |
(→Update project template) |
||
| Line 72: | Line 72: | ||
Confirm changes with the "'''Update'''" or revoke with the "'''Cancel'''" button. | Confirm changes with the "'''Update'''" or revoke with the "'''Cancel'''" button. | ||
| + | |||
| + | <span style="color:red">'''Note:''' You cannot change the client if project template has receivables that are linked to this client. </span> | ||
==Search project templates with filters== | ==Search project templates with filters== | ||
Revision as of 11:59, 12 April 2018
Project templates page: https://test.protemos.com/project-template/index
Contents
Сreate project templates
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":
It will open the project template page.
You can also create a new project template by saving a project as a template.
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 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.
Action buttons
- "Create project" - creates a new project based on this template.
- "Update" – opens the New project/Update project details page.
- "Delete" – deletes the project template. The system will warn you:
If you press "OK", all the project template data and files will be deleted with no option for recovery, so please be careful using this button.
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.
Then you will be able to set the project and jobs deadlines, add variable project values, and continue working on the project.
Update project template
On this page, you can update the basic details of the project:
Confirm changes with the "Update" or revoke with the "Cancel" button.
Note: You cannot change the client if project template has receivables that are linked to this client.
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:
So, you can enter the data into the appropriate fields and press the "Apply" button, see example:
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.
- Author - 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.
- Free of charge - displays only the projects templates marked as free of charge.
- No jobs - displays only the projects templates without jobs.
Open project templates and client profiles
You can click items in the table to open corresponding pages:
To open the Project template details page, please click the required project template name in the list.
To open the corresponding Client profile page, please click the required client name in the list.
