Create Project Templates

A template lets you preserve project settings and and apply them to any of your projects. Once created, templates are immediately available to all projects.

In a multi-user installation, a list of all templates that have been created is maintained in the admin panel. Registered admin users can edit and manage templates from there.

Once you enter a project, you can create a new template or update an existing one based on the current display settings.

Create a template

To create a template:

  1. Open the Project > Data Store subpanel.

  2. In the Utilities section, click Create Template.

    03 04 01 SaveTemplate

  3. Enter a Template Name and brief Template Description, and click Create Template.

    03 04 02 NewTemplateCreate

    The template name immediately appears in the Edit Project dialog’s Apply/Reapply Template menu. To see it, return to the Projects home page and click the project’s Edit icon.

    03 04 03 ViewTemplateList

Update a template

After you change styling settings such as colors, icons, and captions, you can update the project’s existing template, or edit the template name to save a new template.

You can edit a template name, but not its description.

To update a template:

  1. Open the Project panel and Data Store tab.

  2. In the Utilities section, click Create Template.

  3. Under Existing Templates, click to select a template name.

    03 04 04 SelectExistingTemplate

  4. Click Update Template to update the template with the current project settings, or click the "X" at the upper right to exit the dialog without updating.

    03 04 05 UpdateTemplate

    A warning is displayed, asking you to confirm or cancel the update.

  5. Click OK to confirm.

    The window closes, and the updated template is immediately available in the Edit Project dialog’s Apply/Reapply Template menu.