Job Aid: NexsysOne Template Creation
This job aid will walk you through template types, how to create a custom template, customization options, sharing, and exporting templates. All users with access to the NexsysOne system have the ability to create templates that provide a customized view of site level details. Templates can be built from a blank slate or through the cloning of an existing template. Users can customize their templates by selecting layout options, adding filters, and scheduling email based exports. There are two different types of templates you will become familiar with: Global and Custom.
Template Types
Global Templates are created and managed by system administrators who can assign a template to a specific user group or all user groups.
Custom Templates are created by a user based on their preferences. Custom templates are only visible to the user who generates it, but these templates can be shared with other users.
Creating Custom Templates
There are two ways to create a template. Users can create a custom template using a blank slate or clone an existing template.
Method 1: Blank Slate Template Creation
Select the Report Template icon on the secondary navigation bar available in the control section of the Project One module.
In the template screen, select the New Template icon to create a new template.
In the pop-up screen, name the template and select Save.
Method 2: Template Creation Using Cloning
Select the Report Template icon on the secondary navigation bar available in the control section of the Project One module.
Select the template from the Report Template list.
In the top right hand corner of the screen select the Clone icon .
The original template name will appear in the report template list with the word Copy in parentheses.
Select the copied template from the template list and change the template name by deleting the title in the Title Field on the right side of the screen.
Once the template is renamed select Save.
Customization Options
There are three customization options for templates; Layout, Filter, and Schedule. Each of these options is found in the Template screen under the corresponding tabs.
Layout Tab
The layout table allows users to add fields or milestone activities to the template. Users can select to add any number of the 9 possible options, depending on the field or milestone activity.
Value- This option is available for fields that have text, numerical value or yes/no data.
PL/IS- Planned date for a milestone activity.
FC/EX- Forcast date of which a milestone activity is to be completed.
AC- Actual date of which a milestone activity is completed.
CM- Milestone comments.
LU - The date that the field was last updated.
LU/BY - The user who made the most recent update to the field.
ST- The status, approved or rejected of a deliverable.
ST/BY - The user who approved or rejected the deliverable.
To add fields or milestone activities to the template:
Click on the Paper Icon and select from the available list of fields
Use the search bar or the scroll bar to identify the field you would like to add to the template.
Select the check box under the corresponding column for all applicable fields and select save. All fields/activities will now display on the layout list.
These fields and milestone activities can be reordered by dragging and dropping them to the prefered area and selecting the Reorder button. Keep in mind fields/activities on your list at the top will show up on the left of your template and the fields/activities at the bottom of the list will show up on the right of your template.
Filter Tab
The filter tab allows users to place filters on the fields within their report. To add filters:
Select the Filter Tab
Select the New Icon
Select the field/activity you would like to place the filter and select from the options on the screen.
Once all filters have been added to your selected field/activity select Save.
Note: When placing the filters on milestone activities be sure to select the value you desire to filter on; planned, forecast or actual.
If separate filters are needed, you can choose the last dropdown and select OR. This acts as an end to the first set of filter rules that you have created and the next set of rules act independently until another OR is added, or no more rules are needed.
Schedule Tab
The schedule tab provides users the option to have the template details emailed to them or other users in Excel format based on a pre-customized schedule. Note: To improve NexsysOne daytime performance, all reports should be scheduled to occur overnight (between 12AM and 4AM).
To schedule a template email:
Select the Schedule Tab and select the New Icon.
Select from the options on screen to customize the email and select save.
Once all customizations have been made select the Save Icon to the right of the template name field to save all your changes.
Post Template Creation Options
Once a template is customized and saved a user has three final options; Export to Excel, Share, Load.
Export to Excel allows the user to export the details from the fields in their template to excel.
Share allows the user to share the template with one or more individuals in the NexsysOne System.
Load allows users to load their newly created template into the control view.
