In this article, you will learn how to use the MyData tab to save templates in order to reuse a copy of them in other projects (currently available for « Indexations », « Price Templates » and « Base Rates »).
Save a template in MyData
Note: The example is based on a price template, which represents an electricity price forecast.
- To save a template into your personal MyData tab, click on the desired position.
- In the detail view of the template (here price template), you will see the function « Upload to MyData ». Click on the button.
- Then you have the possibility to add the document name, tags and a description. Finish by clicking « Save ».
- The template is now stored in the MyData library and is available at any time.
Import a template from MyData
Note: The example is based on a price template (electricity price forecast) which is added to the sale « market price ».
- If you would like to add a template from MyData to your project, you can do so directly under « Templates » in the module « Financial Planning ».
- Choose « Import from MyData ».
- Then a window opens, in which you can find all concerned templates from your « MyData » module. Click « Import to my Project », next to the desired template, to add it.
- Now you can see that the price template has been added to your project. It can now be applied to your ales objects as shown in the video.
