Use Template Merge Functionality

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If there are a number of templates that are similar, they can be merged into one template.

 

On the ribbon, go to Projects > Template List and run the list.

 

template merge list

 

Click Merge and the following screen will appear:

 

merge screen

 

Explanation of header fields

Field

Explanation

Context

Choose from either Asset or Project.

Merge templates to level

Whilst this field can be left blank, the choices are:

If context is Asset: Action

If context is Project: Project Type or Project System Type

Only group templates that are for the same action

This will display only templates with the same action. If unticked, templates with different actions will display.

Ignore unique templates

This will ignore any unique (or one-off) templates. Unticked will include them.

Determine Default Groups

Once selections have been made, click this to produce the list of templates to merge.

 

When Determine Default Groups has been clicked, the templates that can be merged will appear, grouping those together that can be merged.

 

template merge1

 

At this point, if there are templates not required to be merged, highlight them and click Delete Merge (bottom left of screen).

 

delete merge

 

Once satisfied that the templates are ok to merge, click Merge/Delete Templates. A warning will pop to screen:

 

merge warning

 

After reading the warning and confirming all is ok, click Yes.

 

How to

Create Billing Templates

Escalation Templates Example

Project Job Implementation Templates Example

Project Template Creation

Project Template Creation Example 1

Project Template Creation Example 2

Use Template Merge Functionality