Report Templates

• Create a report template

  Overview: report template Report templates in Template Center let you define a standard report format once and reuse it across projects, which is used when you need consistent quality, commissioning, or checklist reporting. Templates must be imported into a project before use. Updates to a company template do not change reports already generated from an earlier import. Your role must be company Admin or Manager. You can find the menu at Template Center - **Report TemplaFew readers

File/Folder Templates

• Create a file/folder structure template

  Overview: folder structure template Folder structure templates in Template Center let you define a standard folder hierarchy and reuse it when creating projects, which is used when you want consistent documentation layout across projects. Your role must be company Admin or Manager (Moderator for create/edit in the permission matrix below). You can find the menu at Template Center - Folder structure - Add template. This creates a reusable folder layout. The tempFew readers

Project Templates

• Create a standard project template for your company

  Overview: standard project template A project set to Template status can be selected as the company Standard project, so new projects inherit folders, asset types, checklist content, and settings, which is used when your company wants a consistent default setup for every new project. For changing project status details, see the project status help article. Your role must be company Admin. You can find the menus at Project Settings - Project Data (set status to TemplSome readers