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Project Templates


If the Equipment Planning module is installed, the Templates screen enables you to display and define a standard set of variables that you can apply to projects by using templates. Project templates specify the catalog and non-catalog options for a group of equipment. When you insert a new project ID on the Data -> Equipment Management -> Equipment Planning -> Projects screen, you can reduce the amount of data you need to enter and improve consistency between similar projects by specifying that the project use one of these templates.

To learn more about each tab's functions and fields, click the applicable hyperlink.

Basic Info

Information about templates, including the equipment types and classes that use the them

More Info

Additional information about templates

Standard and Optional Equipment

Valid subsystems and properties of the equipment classes or equipment types that use the template

Comments

Comments about the templates

Projects Assigned

Project IDs assigned to the template

Files

Files associated with templates