1. Project Type – Manage Monthly Report Template
1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Click the ‘Edit’ icon or the name of the Project Type.
2. On the Project Type Settings page, scroll to the ‘Report Templates’ section then ‘Default Templates’. Click the ‘+ Monthly Report’ link or the edit icon to manage the Monthly Report Template.
3. You can configure the 'Report Title' and 'Work Stream' for your Monthly Report Template.
Click the ‘+ Add Section’ link to add more elements in the Weekly Report. Once done, click the desired ‘Module’ or ‘Appendices’.
4. In order to remove a Report section, click on the ‘x’ button.
You can re-arrange the Report sections by moving the Drag and Drop ‘+’ button. Once done, click the ‘Update’ button save changes.
