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I want to customize my project template. Where can I do that?

Efficiently manage your favorite subcontractors by using templates and star ratings for faster selection on new projects.

What will you find in this article?

  • Summary: How to manage project templates and mark favorites.

  • Requirements and target audience: What permissions you need and the role of star ratings.

  • Managing favorites: Assigning yellow, green, and black stars.

  • Saving a project as a template: How to convert an existing project into a reusable template.

  • System support: Information about STABU, NL-SfB, and RAW within templates.

Summary

You customize a project template by assigning star markers to subcontractors in a project and linking them to the appropriate workpackages. A configured project can then be saved from the communication overview as a new project template for future use.

Prerequisites and Target Audience

This article is intended for users who want to define the standard selection of subcontractors for their organization.

  • Permissions: (Sub)administrators can manage favorites. Regular users can use and customize templates unless they have been granted specific permissions for this in user management.

  • Up-to-date: It is essential that the star ratings of your subcontractors are up-to-date before you (re)use a template.

Manage Favorites

You manage your preferred suppliers using the star system in the search module.

  1. Open the Search module.

  2. Search for the desired subcontractor.

  3. Assign a yellow, green, or black star to mark the specialist as a favorite, or remove the star to change the status. 

Save project as a template

Have you set up a project with the correct workpackages and associated favorites? Then you can save this as a template.

  1. Open the project that will serve as the basis.

  2. Navigate to the Communication tab.

  3. Add the desired subcontractors with stars to the appropriate workpackages.

  4. Select the workpackages and subcontractors.

  5. Click the button to save the project as a project template. 

Tip: 12Build Support can prepare a project template for you upon request based on all your yellow and green stars. This can also be rolled out to other locations. Email your request to support@12build.com.

System Support

Project templates can be flexibly configured based on various standards.

  • You can create templates based on STABU, NL-SfB, or RAW.

  • It is possible to combine multiple systems within a single project template.

Frequently Asked Questions (FAQ)

Question: Can I use a template from one branch in another branch? Answer: Yes, 12Build Support can transfer existing templates to other branches within your organization for you.

Question: What is the difference between the colored stars? Answer: The colors (yellow, green, black) are used by your organization to indicate degrees of preference or specific qualifications of subcontractors.

Troubleshooting

  • Symptom -> I cannot assign stars in the search module.

    • Cause -> You likely do not have the permissions to manage favorites.

    • Solution -> Ask your (sub)administrator to enable these permissions for your account in user management.