Project templates

Project templates are useful when working with projects that share a lot of common features. By creating a new project using a project template, Rentman automatically applies all information and details that you've configured in your template. This can save a lot of time and effort.

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Content of a project template

The following project details can be included in your template: 

  • Project type
  • Project status
  • Color
  • Time schedule
    All time periods of your time schedule will be copied over. However, the start- and end times will be based on the starting date of the new project.
  • Equipment
  • Crew- and transport functions
  • Notes
  • Tasks

The following will not be included:

  • Crew- and transport planning (planned crew members and vehicles)

Create a project template

There are two ways to create a project template.

Option 1: By creating a blank project

  1. In the Projects module, click Add to create a new project.
  2. Choose Blank project.
  3. Configure all project information and settings as you wish, and save your project.
  4. Go to the Configuration module > Settings > Project templates.
  5. Click Add, and enter a name for your template.
  6. Search for the project that you saved in step 3.
  7. Save the template.
    All existing information of your project will be applied to the template.

From now on when adding a project, simply choose the project template you made.

Option 2: By duplicating an existing project

  1. Select Select.png an existing project in the Projects module that you want to use for your project template.
  2. Click on the More Actions button More.PNG, and choose Duplicate.
  3. Enter the start date of your project, and click Select.
  4. Configure all project information and settings as you wish, and save your project.
  5. Go to Configuration module > Settings > Project templates.
  6. Click Add and enter a name for your template.
  7. Search for the project that you saved in step 4.
  8. Save the template.

From now on when adding a project, simply choose the project template you made.

Using your project template

  1. Go to the Projects module, and click Add.
  2. Select your template from the list, and click the Select button. This will create a new project for you.

    Project_template.png

Edit a project template

Project templates cannot be edited. You can create a new template, and delete the previous version if desired.

Examples of project templates

Example 1: A dry-hire scenario in which your customer is picking up and bringing back equipment

Dry-hire projects always require set times for 'pickup' and 'return', in addition to the planning period (time that equipment is not present in the warehouse, and is therefore not available for renting) and usage period (days you will charge the customer).

The project template for this scenario uses the following time schedule:

Time-Schedule_Dryhire.png

Tip: In this dry-hire scenario, it could be useful to add a note to the warehouse and packing slip slip saying: "Customer will pick-up equipment!"

Tip: You may also design various other dry-hire templates that include different aspects. For example, one template could include delivery and pickup, whilst another template could include equipment. Tailor this to your own preference.

Example 2: A production scenario for a 2-day event consisting of 2 build days and 1 break day

In this scenario, you need times for the event days, build days, the break day and for transport (back and forth).

The project template for this scenario uses the following time schedule:

Time-Schedule_production.png

Tip: In this production scenario, it could be useful to add function groups for each day, or a separate transport function group that is linked to the time schedule of the project. Additionally, you may also design a project templates for varying event durations, or build and break days. Tailor this to your own preference. 

Tips for creating templates

To help you decide what templates can be useful for you, you may follow these steps.

  1. Create a list of projects that recur often in your business, and/or cost a lot of time to set up.
  2. Determine the common aspects of these projects. For example, do they always include times, equipment, functions, notes and tasks or something else?
  3. Create project templates that include these common aspects of your projects.

Ideally, you will end up with a compact list of templates so that every project planner can quickly scan the list and choose the right template.

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