- How to use project templates
- Content modified by inserting, replacing or re-applying a template
- Insert, replace or reapply a template in a project
How to use project templates
A project created from a template inherits elements from template and remains linked to it in the application.
It is still possible to :
- insert the content of a template if the project
- replace the existing template with a new one template
- re-apply the content of the same template if it has been modified
Content modified by inserting, replacing or re-applying a template
Insert contents of template | Replace the template | Re-apply template | |
If you insert the project's current template , the information will be duplicated. | If you replace the project's current template , the information will not be duplicated but updated. | The information will not be duplicated; new information from 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
- Go to the project whose template is to be modified.
- Access project settings.
- Cliquer sur l'onglet
Templates. - Choisir une des 3 options d'utilisation de gabarit (voir
Appliquer un gabarit à un projet - Modes d'utilisation de gabarits de projet) - Select the template project to be used.
Save.
If the project has been created via a template project or if a template has already been applied, then it will appear at the top of the screen.
The status of the desired template project must be in progress to be displayed in the list (meta-status).
If you have selected the option Re-apply a template, the template will already be displayed at the top of the screen, so you don't need to select it again.
Depending on theaction chosen, the template elements will be added to the project.