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.

The download of the config set can be found here .

• The Expert product line is a prerequisite for this additional feature.
• The Budget & Phases module must be licensed.

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

This will show the project 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 Vorlage and have 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 inaktiv (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 Projektvorlage wählen 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 Pauschalbetrag in the Invoicing section. The fields Prozent and Betrag 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 in the User Group and supervisors user group can apply project templates.
• When working with the additional feature Conflict Check Check, counterparties and completed checks are also applied from the template to the project or case.

Requirements and Download

• The Expert product line is a prerequisite for this feature.
• The Budget & Phases module must be licensed.

Important information before importing can be found in the article Interesting facts about the additional features . The exact import process can be found in the Articles about the config sets .

Download the additional feature with the following download link:

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