Create a plan template in the Settings of PSOhub
To facilitate the creation of your plans, you can leverage plan templates.
You will find them in the Settings (the Gear icon in the main menu) of PSOhub under Templates and Plan Templates. You can also create your own plan templates (and base them on existing contract templates) via the templates section. To do so, simply click Create.
In the next window, complete the following fields:
Field | Description |
Name | Give a name for this plan template. Note: The plan name must not contain the apostrophe character ('). |
Create task lists based on contract template | You can select here a contract template whose contract lines will now serve as a base for the task lists of this plan template.
|
Currency | If using multiple currencies on your PSOhub account, you can select the currency that will be used for this plan template. This field will default to the company currency. |
Description | You can give a description to this plan template; it will be displayed when you select a plan template in a Project or in the Boards. |
Once you are done, click Save. PSOhub will now create your plan template.
If you didn't select any template it will display the name of your template at the top left of the screen. From there you will be able to create your tasks and task lists by clicking on Add Tasklist.
If you have selected a contract template, you will now see a prefilled plan with a task list for each contract line of that contract template. Your next step now will be to click on the + button to create tasks for each task list.
When you create a plan template based on a contract template, you will be able to select both when you create a project directly from PSOhub.
You can display your plan template in four different views:
Board view: which will display the tasks as cards.
List view: which will display the tasks in a list.
Kanban view: displays tasks based on a workflow.
Timeline view: displays tasks as a project timeline with any dependencies.
Create a plan template from an existing plan
In PSOhub, you can also create a plan template from an existing plan. To do so, choose from the menu Plans and select Plans from the dropdown menu. Open a plan and under the ellipsis (...) button click Convert to template.
PSOhub will now generate a plan template that you will find under Plan Templates under Settings. It will be available when you create a plan for a project or an unlinked plan without a project.
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