Document Templates (v8.xx)
Most projects consist of more than just a project description and plan document. The actual information and data to be collected and shared often must be formatted into different documents of different types.
GeniusProject includes a series of standard documents that are automatically generated when projects are created and managed, such as the project description document, plan document, task document, budget document etc...However many organizations have a list of their own documents that they would also like to have automatically generated when using the application.
GeniusProject’s document management module has been designed to do just that. Organizations can create their own list of ‘Other documents’ which can then being configured with templates, workflows and pre-attached files.
- From the ‘Setup & Administration’ section of the Projects database, navigate to the [Template] tab and select «Document templates».
- Click New template on the action menu bar and the Creation of a new template dialog box will open
- Select Standard as the form type and click OK. The document template form will open.
- Select the type of document the new template is being created for from the Template type dropdown list i.e. Contract, Specifications document. The list of choices comes from the document type field in the Keywords & labels setup document
- Assign the new template a name. Each document type can have many different template options, for example a Contract document can have a template for IT contracts, Sales contracts, etc.
- Click the Access tab
Field | Use |
Author | The author of the document. |
Accessibility | Who will have access to use this type of template; options are:
|
Resources/ groups | Only visible if ‘Restricted’ is selected for accessibility. Only a selected list of users can have access to this document template |
OR/ AND | OR: either a select list of users OR users with the specified roles in the following field have access to the document template AND: the select list of users AND users with the specified roles in the following field have access to the document template |
Roles | Only visible if ‘Restricted’ is selected for accessibility. Only users with the specified role(s) have access to this document template |
In modification | Who has edit access to this type of document; options are:
|
Office Templates
The office templates section is used to build templates using Microsoft Office applications such as Excel or Word, that data from GeniusProject can be imported into. Consult Office Templates for more information.
Related Articles
Document Templates
In addition to standard documents such as issue reports or progress reports, Geniusproject provides a document template library in which to store predefined documents. The document template library is available in each 'Projects' module. However, it ...Document Templates With Attachment (v8.xx)
The following process explains how to create a template that includes attachments, provided that Genius Integrator is enabled. Open the 'Projects' module 'Setup & Administration' console, in the 'Templates' tab, select the view 'Document templates.' ...Access Templates (v8.xx)
Project templates are available to users when they are visible in the 'Portfolio', i.e. when the 'Refresh the list of projects' agent of the 'Portfolio' database has run. Project templates are visible to any resource having the role [ViewTemplates] ...Excel Report Templates (v8.xx)
Convert any Genius Project view into a Microsoft Excel report or chart. Create your reports layouts only once, store them in the template repository and use them at will. Take advantage of advanced features in Microsoft Excel such as Pivot Tables, ...Resource Rates , Templates and Charts (v8.xx)
Rates This is where defined default rates and company (customer) rates are also defined. See the specific chapter 9 about rates management. Resources The [Resources] tab provides access to the various types of resources that exist in the database. ...