How to setup a new template for a project category?
Hari
Last Update há um ano
1. Click the "Templates Library" module under the master data window.
2. Select the required Project Type from the drop down list.
- A list of documents will appear under the selected project type.
- Here the user can upload the required word templates for the selected project category.
- Modify the word template by mapping variables as shown in step 7.
Sample Word Template with Mapped variables
3. Click the "Upload" icon under the action's column, to upload the modified word template.
- A pop-up window will appear.
4. Click the "Browse" button in the pop-up menu to upload the file.
- Now the template has been uploaded successfully for the document 'User Requirement Specification'. Similarly, follow the same steps for the other set of documents.
Display Order
5. Click "Display Order" column value to edit the display order of the project documents.
6. Once the required display order value is set, click outside the editable text box to autosave it.
Note: Users can also set project variables in the word template. To set variables follow the below steps.
7. Click "Map Variables" icon under the Document Summary window.
- A new browser tab will open with the mapping variables.
8. Left mouse click on the variable names to copy them, then paste the copied variables in the word template as required.
