Dashboards

ID #1189

Apply Template for a Project and Business

Templates are a pre-defined structure of a Business or Project. Templates are created to be re-used. In Project.net, Templates can be created of Project and Business workspace. While creating a Template, the user can decide the modules that need to be saved in the Template.

Templates once created can be modified using the below steps as in the Business Workspace.

Steps to create template from an existing business

  • Go to the Business or the Projects Workspace
  • Select the desired Business or Project for which the template needs to be created 
  • In the Navigation bar, click Setup
  • Click Save as Template
  • Enter the Template Name
  • Select Owning Business from the drop down list
  • Click the All User check box, if the template is to be made available for all users
  • Enter Description in the text box
  • Enter Scenario for the template to be used
  • Select check box of the modules to be included in the Template
  • Click Submit to complete the process

Template of the existing Business is now created.

Steps to create, edit or view template of projects and sub-business owned by existing business

  • Go to the Business or Projects Workspace
  • Select the desired Business or Project for which the template needs to be created 
  • In the Navigation bar, click Setup
  • Click Manage Templates to create a new template
  • In the Toolbox, click New Template

 Or

  • To edit a template
  • Select the radio button of the desired Template
  • In the Toolbox, click Edit

 Or

  • To delete a template
  • Select the radio button of the desired Template
  • In the toolbox, click Delete Template

120.1

Create and Save Template

 

 

120.2

 

Select and Apply Template

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Last update: 2011-06-29 13:26
Author: Naven Kumar
Revision: 1.6

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