Restrict Project Report Templates to Specific Projects

Overview

Choose in which projects a project report template should be available.

Also see Manage Project Report Templates.

To get started with project reports you should first read the fundamentals about Project Reports.

How to access Project Report Templates

1. Click Templates
2. Click Project reports
   

Assign Template to Projects

By default, new project report templates are assigned to all projects.

To choose in which projects the template should be available:

1. Click ✔ Assigned to all in the Assigned projects column
   
2. Optional: Search projects
3. Optional: Click the Select/Deselect all checkbox
4. Select or deselect the projects where the template should be available.
5. Click Confirm
   

In the Assigned projects column you see the:

1. Project name if only one project is assigned
2. The name of the first project and the number of additional assigned projects

To change the assigned projects:

1. Click the single project name e.g. ABC Logistics
2. OR Click the number e.g. +2
   

Keep in mind that you can also define which users (all, in-house or only author) can use a template, as described in Create & Edit Project Report Templates (Set visibility permissions).