User Guide
2. Click in thename field and enter a name for the template.
3. Click Create. The new template opens in template editor.
NOTE: A user with planner rights can only create templates in the context of a project. However, unlike the manipulation of assets and
their properties in project planning, the templates created by a planner are available across all plans and time and can be used by
anyone in current state, providing they have rights. The template creation or changes to a template do not show in the tasks pane in
the project properties.
To open an existing template:
1. In any view, select File - Templates - Open an Existing Template.
-or-
Select Templates. Double-click on the template in the list. The template opens in the template editor.
Adding a template
To add a template:
1. Select Templates to view the list of available templates.
2. Click on a Template and drag it to the floor plan or rack. A new set of assets is created that completely
match the assets in the template if placed on the floor plan or in a rack.
Deleting a template
To delete a template:
1. Select Template, and highlight the template name and click Delete.
-or-
In the template editor, click the x on the template.
2. A confirmation message appears asking if you want to delete the template or selected items.
3. Click Yes to delete the template.
Chapter 12: Managing Panes 119