Difference between revisions of "Project templates"

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The '''Project template''' page has the following tabs:
 
The '''Project template''' page has the following tabs:
  
[[File:1rtyh.png|border|900px]]
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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):

Revision as of 11:51, 5 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.

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 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.

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 from.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.

Update project template

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

Upd templt.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.

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

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).

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.