Restrict Project Report Templates to Specific Projects

Tobias Patek

13 May 2024 22:27
Updated

Overview

Define in which projects you want a project report template to be available. Also see Manage Project Report Templates.

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

Access & Permissions

To restrict project report templates to specific projects you need an in-house user with the user permission 'Templates'. Read more in Permissions.

How to access Project Report Templates

Hover over Templates
Click Project Reports

Limit Access to Projects

By default each project report template is available in all projects.

To define in which projects the template should be available:

Select the Limit access to projects checkbox
Click Select projects
Select the checkboxes of the desired projects
Click Save

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