1. Project Type – Manage Monthly Report Template


1. Within the Company Profile, scroll to the ‘Default Settings’ section then ‘Project Types’. This is the section where you can manage different ‘Project Types’.


Click the name of the Project Type that you want to update.


2. Once clicked you will reach the Project Type Settings page. Scroll to the ‘Report Templates’ section then ‘Default Templates’. Click on the ‘+ Monthly Report’ link or the edit icon to manage the Monthly Report Template.


3. If you want to add more element in the Monthly Report Template, click the ‘+ Add Section’ link. Once done, select the elements within the ‘Module’ and ‘Appendices’ section.


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.