Creating a Project Template

Project and project template categories are maintained by the company administrator. Asset classes are added as project category nodes when they are created. One category (“All”) is listed by default. You can create project templates under the All category, or other project categories or asset classes as needed. These categories do not appear to users in User Mode; they are a way to organize projects or link asset classes to projects.

 

Access project templates

Create a project template

Create a project template by copying a template or project

Set up modules in the project template

Manage Project Templates

 

 

 


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