Note
This feature is only available to the Admin role.
With the new feature in smenso, you can now apply project templates to existing projects. This feature allows you to transfer project master data from an existing template to ongoing projects to align them with new or standardized requirements.
What is applied from the template?
Only the master data of the project template is applied to the existing project. This includes:
-
- Standard fields
- Flavors & Flavor groups
Tasks and other structures from the project template are not applied.
Applying a project template to an existing project
-
Open the project: Open the project to which you want to apply the template. To access the project master data, click on the project name or select
Manage Project
from the three-dot menu. -
Apply the template: Click the template icon at the top right of the action buttons.
-
Select the template: Choose the project template you want to apply to the project.
-
Optional selection: After selecting the template, you can choose from various custom options. Decide whether you want to apply only certain parts of the template or all of them.
-
Confirm the final step by clicking
Apply
.
Example
Suppose you have a project with 5 flavors, but you have since added another 5 flavors to the project template. After applying the template, your project will have 10 flavors, and this adjustment includes the flavor groups and assignments, exactly as they are defined in the template.
Note
This feature is designed to be applied only to one project at a time in the user interface. If you want to apply this feature to multiple projects at once, you can do so via the smenso Integration API. More information can be found in the article: API Endpoint: Template/Project/UpdateMasterData.
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