1. Project Type – Manage Fortnightly 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 ‘+ Fortnightly Report’ link or the edit icon to manage the Fortnightly Report Template.
3. You can configure the 'Report Title', 'Work Stream', and 'Email To' for your Fortnightly Report Template.
You can also 'Tick/untick checkboxes' to enable/disable sending of Report Notifications (per Key Role).
4. Click the ‘+ Add Section’ link to add more elements in the Fortnightly Report. Once done, click the desired ‘Module’ or ‘Appendices’.
5. If you want to remove a Report section, click on the ‘x’ button.
Also, you can re-arrange the Report sections by moving the Drag and Drop ‘+’ button. Once done, click the ‘Update’ button save changes.
