Creating a Project Template

Create Project Template

To Create a project template you goto the Navigation view and click on

  1. Projects & Jobs
  2. Project
  3. Project Template
  4. Click on the New Button the detail Screen

Creating the Project Template

  1. Project Name
  2. Status - Active, On Hold , Complate , Draft , Archived
  3. Duration of the Project - 5 m = 5 mins, 3 h = 3 hours, 1 d = 1 day
  4. Allocated Time 5 m = 5 mins, 3 h = 3 hours, 1 d = 1 day
  5. Delay By 5 m = 5 mins, 3 h = 3 hours, 1 d = 1 day
  6. Description
  7. Gant - Cant access this in Edit mode

Create a Job Template on Project

Goto the Job Template menu and click on new

Job Template

  1. This is the Parent Template - No need to change
  2. You can either link an existing template or a new templaet with the new icon
  3. Ordinal is the position of the Gantt - You dont need to change this
  4. Start Offset is the time from the parent

Job Template Fields

  1. Job Tempate Name
  2. Job Type
  3. Job Status
  4. Schedule Duration 5 m = 5 mins, 3 h = 3 hours, 1 d = 1 day
  5. Allocate Time 5 m = 5 mins, 3 h = 3 hours, 1 d = 1 day
  6. Assign Users Criteria Description

Setting up users Criteria

Create Rules for the Job to Assign many users.

Position the Job Template Order with the Gantt

Click on the Gantt View - Make sure its not in Edit Mode when you click on the Gantt

  1. Day - Week - Month
  2. Drag and Drop Job Items

Drag and move the Jobs

  1. Hold the left click button down and select the diamond and drag the diamond across the time span

Display of the job Item

This drag change the time is 01:00:00 = 1 Hour, As it display from 12:00 AM to 1 AM

Making the items Dependencies

Type of Depandencies

Finish to Start - When the Parent is Finished Then will the Successor is Ready.

To set a Job as ready is in Job Status Type = Started

When "Is Ready", we can create a an action like email

This will Create a Dependencies of a Start Finished

To change the Job Status to be "IsReady" to be Started

You can goto

  1. Naviagation Bar
  2. Settings
  3. Projects
  4. Job Status

Changing the Parent to Finsished it can action the Child

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