Project Templates

The tutorial shows how to create a new project template in PROBIS. It demonstrates how to define and save the name, measurement system, currency, and catalogs. The template dashboard, taxonomy, cashflows, reports and scenarios are configured.

Steps

1. Open Scenarios tab for Project temp 3 workspace — Navigate to the Scenarios tab so the Scenarios list page for Project temp 3 displays a table containing at least one scenario row alongside the sidebar navigation.
2. Configure Cashflow Report parameters in modal dialog — Use the Cashflow Report modal to select a Startpoint value, adjust Month and inclusion of Costs, Risks, Finance, Revenues, set Status month, toggle Forecast, and then proceed with Next.
3. Acknowledge Important Information dialog on Costs view — Respond to the Important Information modal over the Costs view, using the checkbox for Don't show this message again if needed and selecting OK to proceed.
4. Open Project temp 3 workspace with Cashflow tab — Navigate into the Project temp 3 workspace so the left sidebar shows module tabs like Cashflow (selected), Comparison, and Budget, with a search field and Save button above an empty main area.
5. Open Project data tab in Project Settings — Click the Project data tab from Project Settings to access detailed fields like Project temp 3 name, email forwarding address, template reference, country, GPS latitude, and project status.
6. View project dashboard with KPIs and budget cards — Allow the loading screen to resolve into the project dashboard, where KPI cards, budget status, and cash out plan cards appear under the Project Settings tab.
7. Wait on Loading project details intermediate screen — After saving the template, observe the loading screen with a spinner and Loading project details... text as the system prepares the new project view.
8. Save completed New project template configuration — Click Save at the bottom of the New project template panel after confirming cost catalog, rating scale, risk, revenue, and finance selections are all configured.
9. Reveal Revenue dropdown in template configuration — Continue down the New project template panel until the Revenue dropdown appears below cost catalog, rating scale, and risk options in the stack.
10. Open New project template from templates list — Click the New project template button to open the New project template modal as a right-side panel over the Project templates list.
11. Switch to Project templates in Settings sidebar — Click Project templates in the Settings side navigation to replace the Catalog templates list with the Project templates list and New project template button.
12. Review Catalog templates in Settings view — Inspect the Catalog templates table in Settings, including each template’s Edit/Remove actions and the New catalog template button in the header.

Project Templates