In this section you can create new templates.
Template Create & Edit
Create allows you to create a new project template. Clicking on this option will open the page shown below:
To create a new template you will need to fill in the required information. Fields marked with a red star * are mandatory and must be completed in order to create the template. Fields not marked with a red star are optional and do not need to be completed in order to create the template.
A list of all fields is shown below:
Field |
Type |
Additional Information |
Template Name |
Free text field |
Provide the title of the template |
Record ID |
Free text field |
Mandatory field. Unique reference for the Record. Record ID can be manually entered or automatically generated depending on the configuration set by your administrator. If the record ID is set to be generated automatically it will not be available on the page for editing. |
Description |
Free text field |
Provide the description of the template |
Project Type |
Drop Down |
Select the project type the new template will be used for, for example, commercial |
Milestone |
Boolean check box |
Check the box if the new template requires milestones. A milestone is an event with a duration of zero which signifies an achievement in the project timeline |
Exclude Weekends |
Boolean check box |
Check the box if the new template needs to exclude weekends from the project timeline |
Completing the Form
Once you have completed all of the required fields, scroll to the bottom of the page. From here you will be presented with three options shown below.
- Create will create the template record and take you to that record.
- Create & New will create the template record and then open a blank template form to complete.
- Cancel will return you to the template search page without saving the new template record.