Template Builder- Overview

Templates are used for the creation of projects. All elements of a project are pre-defined in templates. Templates are created using the template builder.

The template builder allows admin users to create and manage templates to be used when end users create new projects.

Using the template builder, the admin can define what ‘Modules’, 'Phases' and 'Meta' are displayed and which users/groups are to have predefined access rights through 'Permissions'

Pre-populated project data is also managed within the 'template builder'. As well as the above elements, an end user can create projects pre-populated with tasks and folder structures.


To access the Template Builder, click on the Template Builder button on the Administrator Tools page: