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Update the Periodic Project Report Template

Hi,

I have created a new Periodic Project Report Template and I seem to have 3 different ones:

  • Periodic_Project_Report_Template_EUE.docx (dd/mm/yy)
  • Periodic_Project_Report_Template_US.docx (mm/dd/yy)
  • Periodic_Project_Report_Template_EUG.docx (dd.mm.yy)

Clicking on https://app2.clarizen.com/Clarizen/View/Default.aspx?id=PPR_Template&type=Document takes me to Periodic_Project_Report_Template_EUE.docx.

I have replaced the file, clicked Custom Actions > Load Periodic Project Report Template and chosen Template Format: EU (dd/mm/yy) but when I run the PPR from a project I get the old template. 

Do I have to replace the template for US and EUG as well? Where/how do I do that? (Searching for Periodic_Project_Report_Template_US doesn't return any results.)

Thanks for your help!

Delphine

Delphine Pages Answered

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Try replacing the EUG too - this is what I get using the link and it's using the correct template I've set up.

Guy 0 votes
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I'd like to replace the 3 different templates but I don't know how to get to them. The only one I seem to have access to is Periodic_Project_Report_Template_EUE.docx.

Do you know how I find the other 2?

Delphine Pages 0 votes
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...also, when using the global search to look for "periodic_project_report_te", I only find one template - the one I'm using (ending with "g").

Guy 0 votes
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In this case I would wait for others to comment, perhaps they know more. If even Clarizen do not reply, try contacting their support.

Guy 0 votes
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Any modifications to the PPR template need to be routed through your PS consultant. Unfortunately, changes here are outside the scope of the support channels.

Josh Santos 0 votes
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Just in case someone else comes across the same issue, the lovely person on the Clarizen Q&A webinar gave me the answer:

Don't click Custom Actions > Load Periodic Project Report Template once you have replaced the file as it overwrites the template you have just uploaded.

 

Delphine Pages 0 votes
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