Difference between revisions of "Project templates"

Revision as of 18:05, 11 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.

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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Here you may create a new project based on this template or delete the template by pressing the corresponding buttons.

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