Project templates can be created during the Action Wizard process, or via the Template List within Jim2 Projects.
The Template List is where see all the Project templates within Jim2. Billing templates are used when generating billing jobs from Projects. In addition, there are some default non-billing templates.
|
Exclude Compatible checkbox: Most templates use inherited templates – for instance, the Default Template (or whatever it has been renamed).
Ticking Exclude Compatible for Action, when run, the list will show only specific templates with no Action constraints.
Ticking Exclude Compatible on the far right side, and selecting Project System Type Managed Service will show the specific templates with no constraints for that Project System type. |
Further information