Client Templates

1. Open the Edit view in the left-hand pane.
2. Click Client Templates in the left-hand pane.
3. In the main workspace, click the Newbutton and enter the name of the new client template.
4. Select the analysis fields that apply to the relevant client group.
5. Specify the default projects.
6. If you want the default project to inherit default project phases from a project template, specify the project template in the Inherit from Project Template drop-down list.
7. Click Submit.

You have added a client template.

1. Open the Edit view in the left-hand pane.
2. Click on the Client Template icon.
3. Select the relevant client template in the drop-down list.
4. Click the Edit button.
5. Make the necessary changes to the template.
6. Click Submit.

You have edited a client template.

1. Open the Edit view in the left-hand pane.
2. Click Clients in the left-hand pane.
3. In the main workspace, click New Clientto set up a new client.
4. Open the Analysis Groups tab.
5. Select a client template in the Copy from Template drop-down list.
6. Enter the other relevant client settings.
7. Click SUBMIT.

You have set up a new client using a client template.