ingenious
Project templates
System modules > Text templates > Project templates

The project templates contain all text components necessary for the  recording of a project document + individual texts and design elements according to the own company CIs.

Which project template is to be used by default in the single project types, can be defined after creating a template in the project settings / project documents. In the project. templates can be changed at any time. That way, e.g. two templates for offers can be created, one with letterhead details for sending the document via PDF and without letterhead details to be printed on company paper.

 

Creation of a new project template

To create a new project template, the project template list is to be marked and a new template can be created via the button.

 

New creation of a project template

New creation of a project template

 

After entering a distinct name for the project template, the text editor starts with an empty sheet.

At first, the general page formatting should be arranged (e.g. justification, margins, header and footer etc.).

 

Options for page setup

Options for page setup

 

Subsequently, the minimal information for the document has to be selected from the templates.

Among this counts:

Placeholder - values of single data base

Items (Positions) - Placeholder groups for the insertion of the project positions

 

Placeholder 

Project documents contain general placeholders such as e.g. address of the contact, who shall receive the document, information about the internal representative etc.  

Those placeholders can be accessed via the  button and the one needed can be selected from the available entries.

Doing so, it is differentiated between different types:

Placeholder Fields resp. a sum of fields, which have been formatted already, e.g. the complete client address instead of single fields.
Data base fields The single table fields, exactly as they have been recorded in the data base.
User fields Additional field for a project item or the currently opened project. Notation: "PRJ:Fieldname" or "POS:Fieldname"
Part list analysis Via part list analyses individual calculations can be inserted from the part lists. The formula has to be entered directly in the field below.
(Partlist) Pictures Pictures from the program settings (e.g. logos) and article pictures can be inserted into the project document.  In order to do so, the name of the picture or picture script has to be entered in the text field. . The picture is scaled with the parameter ";s:0,5" and inserted into the document a 50% .
Scripts

Individual calculations, text groups, images etc. with dependencies can be inserted via scripts. The name of the script must be entered in the field below. The script itself is saved in the script module.
For each output of a script, you can specify whether it should be static or whether the values ​​should change depending on the fields and actions referenced.
Sample applications:
1. Depending on the output of the document (eg printing on letterhead or direct e-mail), text blocks (footer) and logos (letterhead) are inserted or hidden

2. Texts with terms of payment are printed depending on individual conditions.

Scripts - text  Inserts the result of the script as plain text without formatting.
Scripts - pictures  An image is expected as a result of the script.
Sripts -RTF  Inserts the result of the script as text with formatting.

 

  

Selection of the placeholder for the use in the project template 

Selection of the placeholder for the use in the project template 

 

Placeholder that contain number values, can be formatted as desired via "format". The formatting examples can be adjusted in the text field below. This formatting field also serves for the definition of fixed formats and calculations., e.g.:

 

Input Output
+2 Adds a placeholder with the number value 2, e.g. 2 days to a date
Line1 Inserts only the first line of a larger text field (the same for line 2, 3 ...)
Line2ff Insert the 2nd and all following lines from larger text field.

 

The placeholders are displayed in curly brackets. Through double-clicking a single placeholder the placeholder selection can be changed.

 

Example basic pattern miscellaneous data on a project document

Example basic pattern miscellaneous data on a project document

 

Items / Positions

Items / Positions are a group of position placeholders, which incorporate the article details in the project documents. The position table start with the table header.

Already here, the structure of the position list is defined, precisely, which columns will be contained, Additional columns can be added via the table configuration in the toolbar. The column names can be chosen freely. Columns can also be added afterwards, just to a limited extent, e.g. if the table contain non-combined cells.

A new position is added via the  button. The respective position type is inserted from the selection.

 

Insertion of the position placeholder in a project template

Insertion of the position placeholder in a project template

 

 

Defined table header in a project template

Defined table header in a project template

 

The other positions are inserted after the respective selection below the table header automatically and contain the same number of columns as well as predefined placeholders such as article texts and prices.

Basic position set in a project template

Basic position set in a project template

 

Further details about the positions can be added via position placeholders, A new position placeholder is inserted via the  button. Tooltips (short descriptions), which are displayed when the mouse cursor points on the respective placeholder, help with the selection of the desired placeholder. On the right, single positions can also be formatted differently. The checkbox "text input blocked" determines, if the respective values can be overwritten in the project or not.

 

Placeholder options

Placeholder options

 

Special placeholders - (partlist) pictures

Via the placeholders, also pictures recorded in the data base can be saved or generated via picture scripts and inserted into the project document. General picture placeholder can be inserted at any place in the project template e.g. the company logo in the header of the document. These general picture placeholders are  from the program settings / logo.

To insert a picture placeholder via the  button, the entry "pictures" from the selection list "source" in the appearing dialog has to be selected and the name of the picture has to be inserted in the text field below.

 

Insertion of a picture placeholder

Insertion of a picture placeholder

  

In the positions, pictures of articles or picture scripts (from part lists) can be displayed. The article's pictures are inserted with their file name, with which they are recorded in the data base, the picture script with the name under which they have been created. If the standard picture that has been saved with the article shall be inserted into the positions by default, a picture placeholder without picture name is inserted. With regard to the available space, pictures can also be scaled through adding the parameter ";s:n"("n"stands for the scaling value, which is inserted as decimal number, e.g. ;s:0,5 for 50%.

 

Scaled picture placeholder on a project template

Scaled picture placeholder on a project template

 

 

Special placeholders - part list analysis

Via the part list analysis, the values in variables within the positions can be analyzed.  In the placeholder selection the entry "part list analysis" is chosen and the corresponding variable, which shall be printed on the documents, is inserted in the text field below (e.g. jum.m for the quantity, jum.x for the width...).

 

Insertion of a placeholder with part list analysis

Insertion of a placeholder with part list analysis

 

 

Also calculation from various variables are possible here, e.g.  jum.x*jum.y/10000 for area calculations. 

Calculation in a placeholder

Calculation in a placeholder

 

 

Special placeholders - scripts

Another placeholder type are scripts. These are small separate formulas, conditions, etc., with which evaluations for the project or assigned contact can be created. The result is inserted into the project document using the placeholder.

This can be used, for example, for the automatic creation of terms of payment texts based on the deadlines defined in the project.

The script itself is managed in the Scripts module. There the script is to be created in the text modules section. In the project document, the script is inserted via the placeholder selection scripts ("Scripts - Text" for simple text, "Scripts - Pictures" for pictures, "Scripts - RTF" for formatted text) and by entering the script name in the field below.

 

Insertion of a placeholder filled via a script

Insertion of a placeholder filled via a script