Report Templates

• Create a report template

  You can create a Template Report and then import it and use it on your projects. You can find the report template are in your Template-center: Report Template areaFew readers

File/Folder Templates

• Create a file/folder structure template

  A folder structure template makes it easy to standardize your folder and file setup in CxPlanner, so you can quickly create consistent projects without starting from scratch every time. This ensures a uniform organization and can save you a lot of time in the long run. Step-by-step guide Go to the Template Center Open “Folder structure” Click “Add template” Give your template a name Set up your folder structure Steps 1, 2, 3 & 4 – Create your tempFew readers

Project Templates

• Create a template/Standard project for your company

  You can standardize the projects created on your company profile. If you save a project as a template, it can be used as a global project standard each time a user adds a new project. This feature is particularly useful if you want to maintain a consistent folder structure across all added projects.Few readers