Project templates

This additional feature imports a sample project template, which can be selected after creating a new project. The template values are then transferred from the selected project template to the new project. You can use this example to create your own project templates.

You can find the download of the config set here.

To create a new template, create a project and select the Project type Template implemented by this Config Set :

Now, the project appears under Settings > Projects in the Project templates folder:

Now the project can be configured according to individual needs. The following conditions apply:

• The template project must be of type Template and have a code.
• No additional fields need to be filled, i.e. there are no mandatory fields. If a field in the template project is not filled, this field will also be cleared in the new project. This means that already existing data may be deleted. The project template should therefore only be applied to newly created projects.
• To prevent times from being posted on project templates, they should be set to inactive (disable checkbox Active).

Using a project template

To enter a project based on a project template, proceed as follows:

1. Enter a new project or open an existing one.
2. Select the option Select Project template via the actions menu:

   

3. A dialog will appear where you can select the desired template:

   

All fields that are blank by default, but in which something has been entered or selected, are retained when the template is selected. If you want to apply them from the template, the corresponding fields must be cleared first.

All fields that always contain a value are overwritten by the template (except for the project code and project leader). So these are:

• On the project page: All values in the settings section, except VAT.
• On the settings page: The checkboxes and the field Fixed price in the Invoicing section. The fields Percent and Amount are overwritten there only, if they were empty before selecting the template.

4. At the end, a message appears that the project template has been successfully applied:

   

Notes:

• Project templates can only be applied once per project.
• Only users of the user group project supervisors and project managers can apply project templates.
• When working with the additional feature Conflict check counterparties and completed checks are also applied from the template to the project or case.

Requirements and download

• The Budget & Phases module must be licensed.

Before importing the config set, we recommend you read the article Key information about the additional features. Config sets modify data in Vertec, which can overwrite existing data.

The exact import process is described in config sets.

You can download the additional feature with the following link:

By importing the config set, the following objects are created in Vertec: