Visualisation of the project template properties:

The project template is always edited in the role of the administrator.

The structure of a project template contains various features:

• Name of project template
• Each project template is given a name.
• The name is automatically assigned to a project based on the project template and can be edited by the professional user.

• New subfolder – by clicking on the icon  a new subfolder is added to the project template.

• New document slot –by clicking on the icon  a new document slot is added to the project template.

• File upload – by clicking on the icon  documents can be uploaded to the project template. These documents are then available in a project based on this project template. However, the documents are not stored in any structure.

• Add document link – by clicking on the icon  documents from one project template can be linked to other project templates. Advantage: If the original document is updated, all links to the document will automatically show the new version.

• Rename – by clicking on the icon the name of the project template is edited.

• Authorization for new project creation – it can be preset whether an end user can create a project on the basis of this project template, or whether only the professional user can create a project for the end user.

           - Status: only the professional user can create a project based on the project template

           - Status: Professional users and end users can create a business case based on the business case template.

• Expand project – can be used to preset whether further elements can be created in a project based on this project template:

           - Status: further folders and document slots can be created

• Delete project template – by clicking on the icon  the project template will be deleted.

NOTE: Deleting and editing a project template does not affect existing projects based on the project template.