How to use project templates
A project created from a template inherits the template 's elements and remains linked to them in the application.
It is still possible to :
- insert the contents of a template if the project,
- replace the existing template with another template,
- reapply the content of the same template if it has been modified.
Content modified by inserting, replacing or re-applying a template
If you insert the current project template , the information will be duplicated. | If you replace the current project template , the information will not be duplicated but updated. | The information will not be duplicated; new information from the template will be updated. | |
Attachments | ✔ | ✔ | ✔ |
Themes | ✔ | ✔ | ✔ |
Attributes | ✔ | ✔ | ✔ |
Planning content | ✔ | ✔ | ✔ |
Resources | ✔ | ✔ | ✔ |
Reports | ✔ | ✔ | ✔ |
Budget | ✔ | ✔ | ✔ |
Logo | ✔ | ✔ | |
Project sheet | ✔ | ✔ | |
Reception blocks | ✔ | ✔ | |
Project header | ✔ | ✔ | |
Workflow | ✔ | ✔ |
Insert, replace or reapply a template in a project
- Access the project whose template is to be modified.
- Click on
Setting. - Click on Settings - Templates.
- Choose one of the 3 template usage options (see
Apply a template to a project - How to use project templates) - Select the project template to use.
- Click on
Register.
If the project has been created via a project template , or if a template has already been applied, then it will appear at the top of the screen.
The " status " of the desired project's " template " must be in progress in order to be displayed in the list (meta-status).
If you have selected the option
Reapply a template, the template will already be displayed at the top of the screen, so you won't need to select it again.Depending on theaction selected, template elements will be added to the project.