Create new template

Create a new template

1. Select ‘New Layout’
2. Complete the ‘Template Name’ and ‘Template Description’
3. Complete information for ‘Modules’, ‘Phases’ and ‘Meta’. Click on 'Show Advanced' button to show the following three tabs: Configuration, Status, Compression.
4. Click 'Save & Publish' to allow the template to be used when creating projects. Clicking 'Save Draft' allows the template to be edited again in the future but is yet to be made available to the end user during project creation.

Click on the links below for full information on:


Template List

Once created, the template appears on the template list:


Edit a template

To edit a template select the template name from the list and make any relevant changes.

The list can be filtered using the text box

Once a template is used you can’t edit it - this is where duplicates come in handy


Duplicate a template

To duplicate a template click on this icon 


Disable a template

To disable a template layout click on this icon 


Enable a template

To enable a template layout click on this icon 


Template Mapper

To access the template mapper click on this icon 

The template mapper allows you to set up rules around the user input to load a particular project template on creation.