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.