Triark Cloud allows you to use templates when creating new projects. This saves time and ensures consistency across all projects.
Templates help you:
- Predefine folder structures for document management
- Set up Work Breakdown Structures (WBS) for project planning
- Apply zone structures for technical or location-based organization
All templates are user-defined in the standards. This means your company decides the structure, naming, and content of the templates to match your internal processes.
📦 What Types of Templates Are Available?
Template Type
Purpose
Folder Template
Predefined document folder structure (e.g., Drawings, Instructions, Calculations). Managed in standards by your team.
WBS Template
Standardized project phases and deliverables for planning and reporting. Created and maintained by your company.
Zone Structure
Technical zones or location-based divisions (e.g., Building A, Floor 1, Electrical Systems). Defined by your team in the standards.
🖱️ How to Use Templates When Creating a Project
- Click "+ Project"
Start the new project creation process from the Project List View. - Select the Templates
In the project creation panel, choose:- Folder Template (optional)
- WBS Template (optional)
- Zone Structure (optional)
These templates are selected from the user-defined standards library. - Complete Project Setup
Fill in the remaining project fields (Number, Name, Category, etc.). - Click Save
The project is created with the selected templates applied automatically.
🛠️ Example Use Case: Engineering Project Templates
An engineering company uses templates to:
- Ensure every customer project starts with the same folder structure for documentation
- Apply a WBS Template to divide the project into phases like Design, Production, Delivery
- Use Zone Structures to define building zones for installation tracking
Because the templates are user-defined in the standards, the company can adapt them to match internal best practices.
❓ FAQ
Q: Do I have to use templates when creating a project?
No, templates are optional. You can create projects without them if needed.
Q: Can I edit the template after project creation?
Yes, you can manually adjust folders, WBS, and zones later, but templates provide a faster start.
Q: Who can create or manage templates?
Templates are managed in the Standards section by users with the correct permissions (usually administrators or system managers).
Q: Can I have different templates for different project types?
Yes, you can create multiple templates in the standards and select the one that fits each project.
