Project Templates List and Edit Views

A service manager is a tool used to manage and streamline an organisation’s service management processes. It helps organisations automate and track service requests, incidents, queries, changes, and problems. It includes features for ticketing, management, and reporting. It aims to improve efficiency, reduce downtime, and ensure a higher level of service quality by enabling organisations to manage, prioritise, and resolve issues effectively.

The Service Manager in BOS can also be used to track and follow up on leads and to manage Projects. 

Navigation: Main Menu > Setup > Service Types

A Project Template creates a shell for a project to ensure that all the necessary steps are followed.
The templates also allow organisations to assign tasks to specific employees.
Project Templates are created by right clicking a Service Type and selecting Edit Project Templates from the context menu.

List View: Project Templates

Buttons Explained

Button	Description
Arrows	Navigates between Project Templates.
View	Displays a list of Project Templates.
New	Creates a new template.
Menu	Layout

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Fields Explained

Field	Description
Field Chooser (*)	Allows users to add or remove columns.
ID	The system-generated number for the entry.
Status	The status of the project template as selected on the Status Bar section of Edit View.
Description	The description of the project template as entered on the Status Bar section of Edit View.
Created	The date on which the entry was created.
Updated	The date on which the entry was updated.
Updated By	The User who last updated the entry.
Days	The total number of days the project should take.
Hrs	The total number of hours the project should take.
Widget	A submenu, which can also be accessed by right clicking the entry, with the following functions: – Edit – Copy – Delete

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Edit Project Template 

Buttons Explained 

Button	Description
Arrows	Navigates between Project Templates.
Edit	Allows the fields to be edited.
New	Creates a new template.
Save	Saves any changes and recalculates any totals
Delete	Deletes the template if it has not yet been used.
Copy	Copies the template to create a new template.
Menu	Layout

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Status Bar 

Field	Description
Status	A dropdown list of statuses to select one for the project template.
Description	A field to type a description for the project template.
Service Types (filter)	A dropdown list of all the Service Types for users to select one.

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Items (tab) 

Field	Description
Add Item (button)	Opens a new line for users to fill in the details.
Update	A dropdown list to update all the selected records when the adjacent Update button is clicked. The update options are: – Tags – Resource – Days – Hrs
+ –	Expands or collapses the view.
Clipboard icon	Toggles showing or hiding notes.
Actions (button)	Options to: – Add Predecessors: Adds the previous entry as a predecessor (requirement) for the selected entry. – Remove Predecessors: Removes the predecessor from the selected entry. – Delete: Deletes the item if confirmed.

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Status (tab) 

Field	Description
Add Status (button)	Allows users to add statuses.
Field Chooser (*)	Allows users to add or remove columns.
ID	The system-generated number for the entry.
Order Id	A number indicating the order of the statuses.
Code	The short description for the status.
Description	The full description for the status.
Default	If the status is the default for one of these options as selected from a dropdown list: – Fix Dates: Default status when dates are fixed (no longer changed by automatic scheduling). – On Assign Task: Default status when a task is assigned.
Group	The applicable status group.
Colour	The colour for the status. The colour can be changed by clicking the colour field and selecting a different colour.
Widget	A submenu, which can also be accessed by right clicking the entry, with the following functions: – Move Up: Moves the status one line higher. – Move Down: Moves the status one line lower. – Delete: Deletes the status if it has not yet been used.

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