Access BrightWork 365 Templates

Templates can be accessed by clicking into Admin Area > Templates and then clicking on a specific template.

Template Configuration

Details Tab

The Details screen displays template overview information. If the template is attached to a previously created Content Template, the related Content Template will be noted. You can also view the number of Projects and Content Templates that use the selected template by clicking the calculate icon and then the Recalculate button.

Further down the Details screen you can view the forms that are currently associated with the template, and by extension future projects that will be created from the template, as well as any projects that were previously created from the template. 

The Details screen also allows you to configure the template to be available within project requests in the Requests section and/or when creating projects directly in the Projects section for users who have the requisite permission.

The Details screen also allows configuration of the Request Reference Type and Project Reference Type:

• If the Reference Type is set to Manual, the hidden Request Number and Project Number columns will appear on the forms. The text entered into this column takes the place of the standard autonumber column. When a project is created from a request, the Request Number is passed to the project's Project Reference column. 
• If the Reference Type is set to Automated, the standard autonumber column is displayed. The autonumber reference column takes the form of Req-001121 or Proj-001121.
• Note: The autonumber reference is always applied and incremented in a request or a project, regardless of the option selected in the Template. New Content Templates will also increment the number. 
• If the Reference Type changes in the template, a flow will run to update the Reference Type in the Requests and Projects that were created from the template.
• If the template value changes in a request or a project, a workflow will run to update the Reference Type accordingly.

Projects

The Projects tab provides information about the projects that were created from the selected template.

Content Templates

The Content Templates tab displays any content templates that use the selected template. See the Create a Content Template section below for more information.

Create a Template from Scratch

1. Use the Area Switcher at the bottom of the screen to switch into the Admin Area, and then click into Templates.
   
   
2. Click + New and fill out the New Template form.
   Note: The Content Template lookup field provides the option to choose an existing Content Template as a basis for the new template. If this option is chosen, any projects created from the template will include the content from the referenced content template. See the Create a Content Template section below.
   
   
   
   
3. Save & Close the form to finalize the new template.

Create a Template from a Copy of Another Template

1. Use the Area Switcher at the bottom of the screen to switch into the Admin Area, and then click into Templates.
   
   
2. Click into an existing template and click the Create Copy button.
   
   
3. The Create Copy button triggers the Copy Template flow. This creates an exact copy of the template with the time of creation added to the template name to keep the template name unique.

Create a Content Template from an Existing Project

You have the option to create a template from a project that will include the content from that project - these templates are called Content Templates. The content copied over to the template will include content from Stages, Deliverables, Tasks, Issues and Risks. This is a great way to give your project colleagues a head start creating projects using best practice templates from other similar projects.

1. In the project's Project Settings section, set the Copy to New Content Template slider to Yes, and click Save.
   
   
   You will find the new template in the Content Templates view in the Projects Area once the associated workflow has run.
   
   
2. The content template itself will not be used to create new projects - new projects will need to be created from a project template that is connected to the content template. To create the new project template that can then be used to create new projects, continue with the instructions above for creating templates.