Automation

Project Templates

A Project Template is used in project creation. Repeating project criteria is maintained for regular clients, projects shared with Vendors, or projects created with the Automation Widget. Use of a template streamlines the submission process and reduces errors.

Create a Project Template

Project Templates are created from existing projects.

To save a current project as a template, follow these steps:

  1. Open an existing project.

  2. Click Save as and select Save as a Template.

    The Create Project Template page opens.

  3. Provide a name and change project settings if required.

  4. Click Create. Template is added the list of Project Templates.

Manage Project Templates

To edit a project template, follow these steps:

  1. From the Setup Setup_gear.png page, scroll down to the Automation section and click on Project Templates.

    The Project Templates page opens.

  2. Click on a project.

    The Edit Project Template page opens.

  3. Change project settings and click Save.

    The changes are applied to the selected project.

The list tools in the upper right corner of the list are used to sort, filter and customize the list of Project Templates.

Using Project Templates

To create a new project using a template, follow these steps:

  1. From the Projects page, click New.

    The Create Project page opens.

  2. From the Use Template field, select a template from the dropdown list.

    The project is populated with options specified in the template.

  3. Change options if required.

  4. Click Create.

    A new project is created with specified options.

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