Assign Different Templates

Perform the following steps to assign a different template to a site visit or daily report.

To assign a template

1.     Modify or create a site visit or daily report item.

2.     Select the template from the Template Name drop-down list, as shown below in the example for a site visit.

At least one template is available. Additional templates can be created in Project Center.

3.     Continue modifying or creating the daily report item.