Difference between revisions of "Project templates"

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''Project templates page: [https://cloud.protemos.com/project-template/index/ https://cloud.protemos.com/project-template/index]  
 
''Project templates page: [https://cloud.protemos.com/project-template/index/ https://cloud.protemos.com/project-template/index]  
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Watch our video tutorial on '''Project templates''' — [[File:YT client.png|40px|link=https://youtu.be/TM4aKwhBeVU]]
 
----
 
----
 
=='''Сreate project templates'''==
 
=='''Сreate project templates'''==
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<span style="color:red">'''Note:''' </span> You can also create new project templates by '''<U>[[Save project as template| saving projects as templates]]</U>'''.
 
<span style="color:red">'''Note:''' </span> You can also create new project templates by '''<U>[[Save project as template| saving projects as templates]]</U>'''.
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[[File:Redirect.jpg|40px|link=Project templates]] Back to the '''table of contents'''.
  
 
=='''Project template view'''==
 
=='''Project template view'''==
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The '''Project template''' page has the following tabs:
 
The '''Project template''' page has the following tabs:
  
[[file:Project template page.jpg|border|1000px]]
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[[File:Project template view.png|border|900px]]
  
 
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 project template tabs are very similar to the project tabs (for more detailed information, please follow the links in the brief descriptions below):
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* On the '''<u>[[Project details, Jobs tab|Jobs]]</u>''' tab you may assign jobs to your vendors (e.g. translators, proofreaders etc.).
 
* On the '''<u>[[Project details, Jobs tab|Jobs]]</u>''' tab you may assign jobs to your vendors (e.g. translators, proofreaders etc.).
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*On the '''<u>[[Project details, Workflow tab|Workflow]]</u>''' tab you may  build chains of consecutive jobs by linking the existing jobs or by adding predefined job chain templates.
  
 
* On the '''<u>[[Project details, Finances tab|Finances]]</u>''' tab you can enter receivables from your client and view payables to your vendors.
 
* On the '''<u>[[Project details, Finances tab|Finances]]</u>''' tab you can enter receivables from your client and view payables to your vendors.
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If you press '''"OK"''', all the template data and files will be deleted with no option for recovery, so please be careful using this button.
 
If you press '''"OK"''', all the template data and files will be deleted with no option for recovery, so please be careful using this button.
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[[File:Redirect.jpg|40px|link=Project templates]] Back to the '''table of contents'''.
  
 
=='''Create project based on template'''==
 
=='''Create project based on template'''==
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[[file: Projects menu project templates.png|border|170px]]
 
[[file: Projects menu project templates.png|border|170px]]
  
Or you may go to '''Projects=>Projects list''':
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Or you may go to '''Projects Projects list''':
  
 
[[file:Projects menu project list.png|border|170px]]
 
[[file:Projects menu project list.png|border|170px]]
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Both of these actions will bring you to the '''Project templates''' page.
 
Both of these actions will bring you to the '''Project templates''' page.
  
Click on the '''"Create project"''' button in the line fo the template you need (first, this '''<U>[[Project templates#Сreate project templates|project template should be created]]</U>'''):
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Click on the '''"Create project"''' button in the line for the template you need (first, this '''<U>[[Project templates#Сreate project templates|project template should be created]]</U>'''):
  
 
[[file:Project template list create.png|border|1100px]]
 
[[file:Project template list create.png|border|1100px]]
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[[file:Project template list select.png|border|1100px]]
 
[[file:Project template list select.png|border|1100px]]
  
Then press '''"Create project"''' on the '''Project template''' page:
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And then press '''"Create project"''' on the '''Project template''' page:
  
[[file:Project template page create button.jpg|border|1000px]]
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[[File:Create project from template.png|border|900px]]
  
 
It will open the '''<U>[[New project/Update project details#Update project| Update project details ]]</U>'''page of the newly created project, where you can change the project details and set a new deadline for this project.
 
It will open the '''<U>[[New project/Update project details#Update project| Update project details ]]</U>'''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).
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Then you can set the required deadlines for jobs within the project if any, and add variable project values, if necessary.
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[[File:Redirect.jpg|40px|link=Project templates]] Back to the '''table of contents'''.
  
 
=='''Update project template'''==
 
=='''Update project template'''==
  
On this page, you can update the basic details of the project template:
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Go to the template you need and press the '''"Update"''' button:
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[[File:Update project template.png|border|900px]]
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It will bring you to the '''Update project template''' page where you can amend the basic details of the template:
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[[file:Update template page.png|border|600px]]
  
[[file:Update project template page.jpg|border|400px]]
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Press '''"Update"''' to confirm changes.
  
Press "'''Update'''" to confirm changes.
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<span style="color:red">'''Note:''' </span> If the project template has receivables that are linked to a client, the client cannot be changed.
  
<span style="color:red">'''Note:''' If a project template has receivables that are linked to a client, the client cannot be changed. </span>
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[[File:Redirect.jpg|40px|link=Project templates]] Back to the '''table of contents'''.
  
 
=='''Search project templates with filters'''==
 
=='''Search project templates with filters'''==
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You can hide or display filter fields by pressing  the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:  
 
You can hide or display filter fields by pressing  the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:  
  
[[File:Project templates filter.jpg|1000px]]
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[[File:Project tempate filter.png|border|1100px]]
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So you can enter the data into the appropriate fields and press '''"Apply"'''.
 
   
 
   
So, you can enter the data into the appropriate fields and press the "'''Apply'''" button, see example:
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If the filter  is applied, the header turns blue:
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[[File:14.png|border|900px]]
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You may hide the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.
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<span style="color:red">'''Note''':</span> The hidden filter remains activated.
  
[[File:Project template filter applied.jpg|border|1000px]]
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You can expand the hidden filter back by pressing [[File:Blue arrow.jpg|border|25px]] again.
 
As you can see, the filter header turns blue. It means that the filter is applied.  
 
  
You may collapse (hide) the filter interface by pressing the [[File:Blue arrow.jpg|border|30px]] button.  
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<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.  
  
Please remember the collapsed filter remains activated, and it is clearly indicated by the blue color.  
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To inactivate the filter, press the '''"Clear"''' button.  
  
You can expand the collapsed filter back by pressing the [[File:Blue arrow.jpg|border|30px]] again.
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The header color will turn to gray, which means that no filter is not applied:
  
Please note that the applied filter is remembered, so it will remain even if you leave the page.  
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[[File:S1.png|border|900px]]
  
To inactivate the filter, press the "'''Clear'''" button. The header color will turn to gray, which means that no filter is currently applied.
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[[File:Redirect.jpg|40px|link=Project templates]] Back to the '''table of contents'''.
  
 
=='''Project templates filters description'''==
 
=='''Project templates filters description'''==
  
*'''Client''' - displays only the projects templates for a specific client.
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*'''Client'''—displays only the projects templates for a specific client.
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*'''Project name'''—displays only the projects templates with the name containing the specified text.
  
*'''Project name''' - displays only the projects templates with the name containing the specified text.
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*'''Specialization'''—displays only the projects templates with the defined specialization.
  
*'''Description''' - displays only the projects templates with the description containing the specified text.
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*'''Created by'''—displays only the projects templates created by the specified manager.
  
*'''Specialization''' - displays only the projects templates with the specified specialization.
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*'''Primary manager'''—displays only the projects templates for a specific primary manager.
  
*'''Author''' - displays only the projects templates created by the specified manager.
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*'''Secondary manager'''—displays only the projects templates for a specific secondary manager.
  
*'''Primary manager''' - displays only the projects templates for a specific primary manager.
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*'''Description'''—displays only the projects templates with the description containing the specified text.
  
*'''Secondary manager''' - displays only the projects templates for a specific secondary manager.
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*'''Has jobs'''—displays only the projects templates with or without jobs in accordance with the filter value applied (Yes, No).
  
*'''Has jobs''' - displays only the projects templates with or without jobs in accordance with the filter value applied (Yes, No).
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*'''Free of charge'''—displays only the projects templates marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).
  
*'''Is free of charge''' - displays only the projects templates marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).
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[[File:Redirect.jpg|40px|link=Project templates]] Back to the '''table of contents'''.
  
 
== '''Open project templates and client profiles''' ==
 
== '''Open project templates and client profiles''' ==
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You can click items in the table to open corresponding pages:
 
You can click items in the table to open corresponding pages:
  
[[file:Proj temp list items.jpg|border|1000px]]
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[[file:Project templates list items.png|border|1100px]]
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To open the '''<U>[[Project templates#Project template view|project template page]]</U>''' you need, please click its name in the list.
  
To open the '''<U>[[Project templates#Project template view|Project template details]]</U>''' page, please click the required project template name in the list.
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To open the necessary '''<U>[[Client view page – General tab|client profile]]</U>''' page, please click the client name in the list.
  
To open the '''<U>[[Client view page – General tab|Client profile]]</U>''' page, please click the required client name in the list.
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[[File:Redirect.jpg|40px|link=Project templates]] Back to the '''table of contents'''.

Revision as of 11:22, 16 April 2021

Project templates page: https://cloud.protemos.com/project-template/index

Watch our video tutorial on Project templatesYT client.png


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, press the Projects menu on the top panel and then click Project templates:

Projects menu project templates.png

Or you may go to Projects=>Projects list:

Projects menu project list.png

And then press the "Templates" button:

Projects template button.png

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

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

New template button.png

Enter the template basic data and press "Create":

Create new project template.png

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.

Redirect.jpg Back to the table of contents.

Project template view

The Project template page has the following tabs:

Project template view.png

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 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

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

Template deletion warning.jpg

If you press "OK", all the template data and files will be deleted with no option for recovery, so please be careful using this button.

Redirect.jpg 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, press the Projects menu on the top panel and then click Project templates:

Projects menu project templates.png

Or you may go to Projects → Projects list:

Projects menu project list.png

And then press the "Templates" button:

Projects template button.png

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):

Project template list create.png

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

Project template list select.png

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

Create project from template.png

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.

Redirect.jpg Back to the table of contents.

Update project template

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

Update project template.png

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

Update template page.png

Press "Update" to confirm changes.

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

Redirect.jpg 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 pressing the Filter arrow gray.jpg button in the upper right corner:

Project tempate filter.png

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

If the filter is applied, the header turns blue:

14.png

You may hide the filter interface by pressing the Blue arrow.jpg button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by pressing Blue arrow.jpg again.

Note: 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 not applied:

S1.png

Redirect.jpg 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).

Redirect.jpg Back to the table of contents.

Open project templates and client profiles

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

Project templates list items.png

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.

Redirect.jpg Back to the table of contents.