Report Templates

• Create a report template

  Overview How do I create a reusable report template for multiple projects? Creating a report template in CxPlanner allows you to define a standard format for your reports, which can be reused across all your projects. This saves time and ensures consistency in documentation and deliverables. When and why to use this Creating report templates is useful when you wanFew readers

File/Folder Templates

• Create a file/folder structure template

  Overview 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. When and why to use this Setting up folder structure templates helps ensure consistency across your CxPlanner projFew readers

Project Templates

• Create a standard project template for your company

  Overview You can define a company-wide project template in CxPlanner to ensure consistency across all newly created projects. This helps you maintain a uniform structure, including folders, settings, and workflows. When and why to use this Setting a standard project is ideal when your orgaSome readers