Template Management

Users can create templates to facilitate the creation of objects. When users create that object, they can then select "Create From Template" to automatically fill out fields based on the template. Fields that are set using a template can still be modified after the object is created.

In Nakisa Capital Projects, the following templates can be created:

Project Templates facilitate the creation of projects.
Milestone Templates facilitate the creation of milestonesand associated tasks.
Proposal Email Templates facilitate the creation of proposal emails.

To modify or delete a template, click in the Actions menu and select the required action.

To create a template:

Click Admin > Template Management and select the page for project, milestone, or proposal email template management page
Select the required page for managing project, milestone, or proposal email templates.
Click .
Enter an English and French label for the template.
Click Next.
On the Identification page, enter the required information that will be the same for all objects created from the template. If needed, click the icon next to the template name in the header to modify the label.
Click Save.
On the object's template page, fill in the other fields related to the object, if needed.
Click Savewhen the option is available.