Create a Project from a Project Template (v8.xx)
While creating a new Project Geniusproject asks whether to use a Template. A window opens.
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Apply a project template to an existing project (v8.xx)
Geniusproject allows you to combine multiple project templates to create a new project. Open the project description. Place the document into edit mode by clicking "Edit" on the [Action] menu bar. Click "Actions" on the menu bar and select "Import a ...
Document Template With Customized Forms (v8.xx)
Creating a Geniusproject 'Template Document' that contains a customized data structure first requires designing the structure (ask your Genius consultant for this). Geniusproject can contain as many subforms as needed to be used in 'Document ...
Phase Review Template (v8.xx)
Geniusproject can map to a wide variety phase review processes. There can be as many phase review templates as needed. The setup below described should be used as guidelines and is not carved in stone. Alternate configuration is possible. Any phase ...
Define a Project as a Template (v8.xx)
Defining a project as a template is very simple; all you need to do is set its status to "Template". Open the project description. Place it in edit mode by clicking "Edit" on the [Action] menu bar. Change the project status in the header of the ...
Define a Project as a Template (v8.xx)
Defining a project as a template is very simple; all you need to do is set its status to "Template". Open the project description. Place it in edit mode by clicking "Edit" on the [Action] menu bar. Change the project status in the in the header of ...