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Editing Project Templates

How To View, Manage, and Edit Your Company's Project Templates Online

James Watt avatar
Written by James Watt
Updated over a week ago

Not all projects are the same and as such, the reports for each of your projects may need to be slightly different. Project Templates are a great way to account for these differences and make sure that it's simple to get your team up and running when you start a new project. Follow the steps below to edit and apply your project templates!

Editing Project Templates

  1. Log into the Raken Web App

  2. Click on the "Company" tab at the top of the page

  3. Click on the "Project Templates" settings

  4. In the top right corner, you can click the "+ New project template" button to create a new project template

  5. To edit existing project templates, you will click the menu button to the right of the template that you would like to edit, you will then select the edit button

  6. Project Templates can be edited in multiple ways including making changes to General settings, Daily Reports, Survey Questions, Daily Report Email Recipients, Production Settings, Overtime Rules and Kiosk

    General - You can adjust general project details such as how the date is displayed, when weather data is captured, when daily reports are required and what language daily reports are displayed in.

    Daily Reports - You can select what type of information is included on a project Daily Report.

    Survey Questions - You can adjust what survey questions are required on the project daily report. Surveys can appear in your company's Daily Reports and your collaborators' reports.

    Daily Report Email Recipients - You can choose who automatically receives completed daily reports.

    Production Settings - You can set important project level rules for Pay Types, Breaks and Shifts.

    Overtime Rules - You can choose the specific Overtime Rules that are applied to the timecards in a project.

    Kiosk - You can control if Kiosk timecard tracking is enabled for a project.

  7. When you have made changes to a project template, click the "Save" button in the top right corner of the project template window, all future projects with that template will have the settings adjusted according to your needs.

Note: Creating and editing Project Templates is a feature that is available on the Raken Performance Plan. Please contact us if you would like information on this feature and other excellent features of the Raken Performance Plan.

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